JPMorgan Chase Treasury Management Officer - Middle Market – San Diego in San Diego, California

VicePresident - Treasury Management Officer

MiddleMarket - Commercial Banking


JPMorgan ChaseOverview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in over 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 provides clients; consultative solutions, the global thought leadership and fiscal capabilities of J.P. Morgan with, the convenience of the vast Chase banking network. 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 ranging from $20 million to $2 billion.

Commercial Banking Treasury Service

The Commercial Banking Treasury Services Team is a leading provider of global treasury management services; cash management, trade, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients achieve their treasury objectives and business goals. Our Treasury platform is among the best in the industry; we are committed to investing in innovation and a consultative global operating model that distinguishes us in the marketplace.

Middle Market

The Middle Market 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, $20/50/100 Million to $500 Million in revenues.

The Role

As a Commercial Bank Treasury Management Officer, you will focus primarily on generating new business from prospective clients while also growing the existing revenue base from existing clients in the Middle Market (Clients with $20 to 500Million in revenue) market. You will work closely with bankers to ensure proper alignment of strategies and credit capacity for all Treasury Services products.

The core responsibilities of this position include :

  • Working in partnership with market bankers to develop new profitablebusiness from prospective clients; Developing strategic account plans andexecuting them

  • Deepening and growing existing market relationships

  • Managing client visitation and contact; Understanding clients' businessenvironments, strategies, and industry to better determine their requirements,identify potential new business opportunities for Chase Treasury Servicesand provide the appropriate solution(s)

  • Understanding the competitions' capabilities and gaps, and how toposition Chase Treasury Services against them

  • Promoting sales through frequent client meetings and discussionscovering new products, market and industry developments

  • Managing proposal writing and the entire sales process

  • Developing and enhancing in-depth client knowledge and sharing it withthe client coverage team for both new business development and management ofclient risk

  • Working closely with the coverage team to drive efforts to expandexisting business with current clients, providing feedback to product managersand generating cross-sell opportunities by maintaining strong workingrelationships with other Chase lines of business

Key Objectives/Responsibilities:

  • Engage Chase Treasury Services sales, bankers and clients at seniorand strategic levels to provide integrated treasury solutions within aconsultative and client driven framework

  • Create strategic dialogues around key client-centric issues,incorporating best practices, benchmarking, opportunity quantification andsolution positioning

  • Build template-driven business case quantification for clients insupport of Chase solutions

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

  • Deliver thought leadership to the market, prospects and clients on theworking capital solutions at client roundtables, industry conferences,webinars, articles, etc.

  • Execute against a clear set of engagement principles that ensuresconsulting resources are mapped against the largest revenue opportunitieswithin Treasury Services

  • Minimum of 5 years of cash management, sales and relationship managementexperience

  • Possesses knowledge and understanding of Treasury Services products,credit process, overdraft management discipline, and pricing philosophy

  • B.A./B.S required

  • Strong working relationships with clients and colleagues

  • Ability to generate ideas, identify and drive the development of newbusiness

  • Demonstrates excellent/strong selling and negotiation skills

  • Demonstrates excellent/strong verbal and written communication skills

  • Possesses strong industry/market expertise

  • Demonstrates strong time management, organizational and planning skills

  • Possesses strategic thinking skills

  • Has the ability to mobilize internal and external networks and resources

  • Has the ability to use various PC and Internet-based systems to managetheir business portfolio

  • Demonstrates cultural sensitivity and awareness

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