
Treasury Management Officer
at J.P. Morgan
Posted 17 days ago
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The Treasury Management Officer will prospect and generate new treasury management business while managing and expanding relationships with middle market clients. The role requires deep knowledge of treasury products to develop and execute localized market and product strategies in partnership with bankers, client service and product teams. Responsibilities include leading business process reviews, positioning integrated treasury solutions, delivering market thought leadership, and managing non-credit risk and profitability of assigned relationships.
- Compensation
- Not specified
- City
- Chicago
- Country
- United States
Currency: Not specified
Full Job Description
Location: Chicago, IL, United States
- 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
- Independently 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
- 6+ 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
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities




