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Treasury Management Officer - Real Estate Banking - Executive Director

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 5 days ago

No clicks

**Treasury Management Officer - Real Estate Banking - Executive Director | San Francisco, CA** Drive new business and strengthen client relationships as our Treasury Management Officer. Leverage your 10+ years in cash management sales and deep treasury product knowledge to generate revenue and expand customer bases. Collaborate with banking teams, product stakeholders, and clients at senior levels to deliver integrated treasury solutions. Manage risk, profitability, and strategic dialogues, and raise thought leadership in the market. Proven top performer with exceptional communication and relationship-building skills, along with strong time management. Certified Treasury Professional designation and Bachelor's degree preferred.

Compensation
Not specified

Currency: Not specified

City
San Francisco
Country
United States

Full Job Description

Location: San Francisco, CA, United States

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. 

 
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

 
Job responsibilities
  • Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
  • Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
  • Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
  • Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
  • Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
  • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
  • Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
  • 10+ years of cash management, sales and relationship management experience
  • Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
  • Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
  • Excellent verbal and written communication skills
  • Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
  • Strong time management, organizational and planning skills
  • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
  • Bachelors degree
  • Certified Treasury Professional designation
  • Strong creative solution and problem-solving abilities

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries

Join the team providing financial solutions to clients across the country

Treasury Management Officer - Real Estate Banking - Executive Director

Compensation

Not specified

City: San Francisco

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

5 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Treasury Management Officer - Real Estate Banking - Executive Director | San Francisco, CA** Drive new business and strengthen client relationships as our Treasury Management Officer. Leverage your 10+ years in cash management sales and deep treasury product knowledge to generate revenue and expand customer bases. Collaborate with banking teams, product stakeholders, and clients at senior levels to deliver integrated treasury solutions. Manage risk, profitability, and strategic dialogues, and raise thought leadership in the market. Proven top performer with exceptional communication and relationship-building skills, along with strong time management. Certified Treasury Professional designation and Bachelor's degree preferred.

Full Job Description

Location: San Francisco, CA, United States

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. 

 
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.

 
Job responsibilities
  • Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
  • Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
  • Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
  • Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
  • Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
  • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
  • Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
  • 10+ years of cash management, sales and relationship management experience
  • Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
  • Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
  • Excellent verbal and written communication skills
  • Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
  • Strong time management, organizational and planning skills
  • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
  • Bachelors degree
  • Certified Treasury Professional designation
  • Strong creative solution and problem-solving abilities

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries

Join the team providing financial solutions to clients across the country