Full-Time

Treasury Management Officer

Vice President

Confirmed live in the last 24 hours

JP Morgan Chase

JP Morgan Chase

10,001+ employees

Global financial services and investment banking

No salary listed

Senior

Los Angeles, CA, USA

Category
Treasury
Finance & Banking
Required Skills
Sales
Risk Management
Requirements
  • 6+ years of experience successfully prospecting for new deposit and payment product and treasury management business and relationship management
  • Excellent relationship management and business development/sales skills
  • Considerable knowledge of depository products and treasury management services
  • Knowledge and understanding of Treasury Services and deposit products, credit and risk process, overdraft management discipline, and pricing philosophy
  • Success developing new business with focus on prospecting
  • Excellent/strong selling and negotiation skills
  • Excellent/strong verbal and written communication skills
  • B.A./B.S in Accounting/Finance preferred or equivalent professional experience
  • Demonstrated success managing a virtual team where success is achieved through influence vs. direct reporting relationship
  • Strong time management, organizational and planning skills
  • Strategic thinking skills
Responsibilities
  • Grow revenue as directed by senior management by successfully prospecting for new deposit and payment product and treasury management business and retaining and expanding existing customer relationships
  • Manage the non-credit risk for the customer portfolio
  • Monitor and enhance profitability of all assigned relationships
  • Source prospects and develop new customer relationships
  • Work independently and in partnership with market bankers to develop new profitable business from prospective clients; develop and execute strategic account plans
  • Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
  • Understand the competitions' capabilities and gaps, and how to position JPMorgan Chase Treasury Services against them
  • Manage proposal writing and the entire sales process
  • Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk
  • Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
  • Partner with internal product stakeholders when representing the client perspective in the development/evolution of products and solutions
  • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc.
  • Execute against a clear set of engagement principles that ensure consulting resources are mapped against the largest revenue opportunities within Treasury Services
  • Deliver Results – individually and as a team
Desired Qualifications
  • B.A./B.S in Accounting/Finance preferred or equivalent professional experience

JPMorgan Chase & Co. provides a wide range of financial services to individuals, businesses, and governments across more than 100 markets worldwide. Its offerings include investment banking, asset management, financial transaction processing, and consumer banking services such as personal banking, mortgages, and credit cards. The company utilizes its extensive expertise and proprietary data to deliver high-quality financial products and services, generating revenue through interest income, service fees, and commissions. What sets JPMorgan Chase apart from its competitors is its commitment to integrity, service, and community development, including initiatives to support veterans and strengthen local economies. The company's goal is to provide valuable financial solutions while also contributing positively to society through its various community-focused programs and the insights generated by the JPMorgan Chase Institute.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased focus on digital banking enhances customer experience.
  • Blockchain technology expansion boosts cross-border payment solutions.
  • AI integration improves efficiency and decision-making processes.

What critics are saying

  • Unauthorized AI use by employees poses security risks.
  • Security concerns led to reduced information sharing with the OCC.
  • Regulatory resistance may delay mortgage rule simplification.

What makes JP Morgan Chase unique

  • JPMorgan Chase leverages proprietary data for high-quality financial services.
  • The firm is a leader in blockchain-based payment solutions.
  • JPMorgan Chase's commitment to community development sets it apart.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Company News

Board Stewardship
Apr 19th, 2025
Duncan Herrington & Lyndon Park Join JPMorgan As Managing Directors

Duncan Herrington & Lyndon Park join JPMorgan as Managing Directors.

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