JPMorgan Chase Vice President - Treasury Management Officer - Commercial - Corporate Client Banking - Dallas or Houston in Dallas, Texas

Vice President - TreasuryManagement Officer

Commercial Banking - CorporateClient Banking

Dallas or Houston

JPMorgan Chase Overview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

Commercial Banking Overview

Commercial Banking offers clients the convenience and vast banking network of Chase, combined with the thought leadership and global financial capabilities of J.P. Morgan. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, equipment finance, real estate finance, treasury services and provide clients with access to the investment services of J.P. Morgan.

Commercial Banking Treasury Service

Treasury Services (TS) delivers cash management, trade, liquidity and commercial card capabilities that resolve the working capital and efficiency challenges treasury professionals face today. Our TS platform is recognized as among the best in the industry, and we are committed to investing in a seamless, global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.

CorporateClient Banking

The Corporate Client Banking Treasury Services Team is a leading provider of global; cash management, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients with, $500 Million to $3 Billion million in revenues.

The Role

As a Commercial Bank, Corporate Client Banking, Treasury Management Officer, you will focus primarily on generating new business from prospective C&I clients with revenues $500 Million to $3 Billion while also growing the existing revenue base from existing clients in the Market. You will work closely with the regional banker and industry specialty teams to ensure proper alignment of strategies and credit capacity for all Treasury Services products.

The core responsibilities of this position include:

  • Workingindependently and in partnership with market bankers to develop newprofitable business from prospective clients; developing and executingstrategic account plans

  • Deepeningand growing existing market relationships

  • Managingclient visitation and contact; Understanding clients' businessenvironments, strategies, and industry to better determine theirrequirements and to, identify potential new business opportunities for JPMorgan Treasury Services and provide the appropriate solution(s)

  • Understandingthe competitions' capabilities and gaps, and how to position JP MorganTreasury Services against them

  • Promotingsales through frequent client meetings and discussions covering newproducts, market and industry developments

  • Managingproposal writing and the entire sales process

  • Developingand enhancing in-depth client knowledge and sharing it with the clientcoverage team for both new business development and management of clientrisk

  • Workingclosely with the coverage team to drive efforts to expand existingbusiness with current clients, providing feedback to product managers andgenerating cross-sell opportunities by maintaining strong workingrelationships with other JP Morgan lines of business

Key Objectives/Responsibilities:

  • Engageclients at senior and strategic levels to provide integrated treasurysolutions within a consultative and client driven framework

  • Createstrategic dialogues around key client-centric issues, incorporating bestpractices, benchmarking, opportunity quantification and solutionpositioning

  • Partnerwith internal product stakeholders when representing the clientperspective in the development/evolution of complex products and solutions

  • Deliverthought leadership to the market, prospects and clients on the workingcapital solutions at client roundtables, industry conferences, webinars,articles, etc.

  • Executeagainst a clear set of engagement principles that ensures consultingresources are mapped against the largest revenue opportunities withinTreasury Services


  • B.A./B.SRequired

  • Possessesa minimum of 5+ years of cash management, sales and relationship managementexperience

  • Directexperience successful selling treasury services to large complex clientswith revenues over $500 Million

  • Understandingof the local treasury Market

  • Possessesknowledge and understanding of Treasury Services products, credit and riskprocess, overdraft management discipline, and pricing philosophy

  • Successdeveloping new business in a expansion market with focus onprospecting

  • Strongworking relationships with clients and colleagues

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.