Unlocking a Career as a Treasury Management Officer in Commercial Banking
For those who are customer-focused, delight in building substantial relationships and providing financial solutions to clients, the role of a Treasury Management Officer in Commercial Banking could be the perfect fit. This particular job description is for a position within JPMorganChase, one of the oldest and most esteemed financial institutions. The organization offers innovative financial solutions to a broad range of clients, including consumers, small businesses, and prominent corporate, institutional, and government entities.
What Does a Treasury Management Officer Do?
As a Treasury Management Officer, your primary role is to generate new treasury management business and maintain relationships with clients. This means you need to have a thorough understanding of treasury products to develop and execute a localized market and product strategy. You will need to collaborate with various teams within the organization, including Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions), and Implementation teams.
Job responsibilities
The Treasury Management Officer plays a vital role in growing the company’s revenue by prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. You will be expected to create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification, and solution positioning.
You will also collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client-driven framework. Part of your role will involve leading business process reviews aligned to key client sales opportunities and engaging industry solutions specialists for complex client business process reviews.
Moreover, you will have the opportunity to raise new solution ideas while partnering with internal product stakeholders to represent the client’s perspective in the development and evolution of complex products and solutions. You will also deliver thought leadership to the market, prospects, and clients on working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms. Lastly, managing the non-credit risk for the customer portfolio, and monitoring and enhancing profitability of all assigned relationships will be part of your daily tasks.
Required qualifications, capabilities, and skills
To be successful in this role, you should have more than six years of cash management, sales and relationship management experience. A proven track record of developing new business with a focus on prospecting using strong selling and negotiation skills is necessary. Furthermore, knowledge and understanding of Treasury Service products, credit and risk processes, overdraft management discipline, and pricing philosophy are vital.
Excellent verbal and written communication skills, along with the ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organizations are also required. You should also have strong time management, organizational, and planning skills, and a proven track record of meeting or exceeding sales goals.
Preferred qualifications, capabilities, and skills
While not necessary, a Bachelor’s degree and a Certified Treasury Professional designation would be advantageous. You should also have strong creative solution and problem-solving abilities.
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About JPMorganChase
JPMorganChase is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. They offer a comprehensive total rewards package, with base salary determined based on the role, experience, skill set, and location.
JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans. The organization values diversity and inclusion, not discriminating on the basis of any protected attribute.
About the Team
The Global Banking business at J.P. Morgan is one of the largest wholesale banking client franchises in the world. They serve a diverse range of clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks, and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking, and real estate services to clients.
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