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JP Morgan Chase

Runs a consumer bank and an investment bank

Treasury Management Officer - Fintech, Executive Director

Account ManagementConfirmed live in the last 24 hours
Full-time$161.5k - $260kIn-person

About the Job

Requirements

  • At least 10 years of cash management, sales, and relationship management experience.
  • Demonstrated success developing new business through prospecting, using strong selling and negotiation skills.
  • Knowledge and understanding of Treasury Service products, credit and risk processes, overdraft management discipline, and pricing philosophy.
  • Ability to develop strong working relationships with clients, colleagues, external centers of influence, and external consulting organizations.
  • Strong time management, organizational, and planning skills.
  • Demonstrated experience meeting or exceeding sales goals as a top individual contributor.

Responsibilities

  • Generate new treasury management business and maintain client relationships.
  • Develop and execute a localized market and product strategy using treasury product knowledge, and develop partnerships with Bankers, Client Service, Product Leadership, and Implementation teams.
  • Grow revenue by prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
  • Create strategic dialogues around key client-centric issues using 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 in a consultative, client-driven framework.
  • Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialists for complex client business process reviews.
  • Raise new solution ideas and partner with internal product stakeholders to represent the client perspective in developing and evolving complex products and solutions.
  • Deliver thought leadership on working capital solutions to the market, prospects, and clients through client roundtables, industry conferences, webinars, and professional media platforms.
  • Manage non-credit risk for the customer portfolio and monitor and enhance the profitability of assigned relationships.

Desired Qualifications

  • A Bachelor’s degree.
  • Certified Treasury Professional designation.
  • Strong creative solution and problem-solving abilities.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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