Full-Time
Treasury Management Officer
Commercial Banking
Chase
10,001+ employees
Provides banking, credit, and investment services
No salary listed
Senior
Tempe, AZ, USA
In Person
- 6+ years of cash management, sales and relationship management experience
- Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
- Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
- Excellent verbal and written communication skills
- Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
- Strong time management, organizational and planning skills
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
- Create strategic dialogues around key client-centric issues, incorporating 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 within a consultative and client driven framework
- Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
- Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
- Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
- Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
Chase offers a wide range of financial services including banking, credit cards, mortgages, auto financing, investment guidance, and support for small businesses. Their products work by providing customers with various options to manage their finances, such as opening bank accounts, applying for loans, and accessing investment advice. What sets Chase apart from its competitors is its comprehensive approach to customer support, ensuring that clients have assistance throughout their financial journey. The goal of Chase is to empower individuals and businesses to achieve their financial objectives.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1984
Simplify's Take
What believers are saying
- Chase's child-friendly accounts align with the trend of early financial education.
- The United Gateway card attracts customers with competitive rewards in a post-COVID market.
- Freedom Flex card innovation reflects a movement towards enhanced credit card benefits.
What critics are saying
- PPP loan fraud investigation may lead to reputational damage for Chase.
- Child-friendly accounts could face scrutiny over data privacy and marketing to minors.
- New credit card products may increase exposure to credit risk if economic conditions worsen.
What makes Chase unique
- Chase offers a free checking account for kids and teens, promoting financial literacy.
- The United Gateway credit card has no annual fee and offers 20,000 miles.
- Chase partners with Mastercard to enhance Freedom Unlimited card's cash back offerings.
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Benefits
Professional Development Budget
Company News
Officials from the Treasury Department and the Small Business Administration have long insisted that the government’s Paycheck Protection Program (PPP), set up as a coronavirus emergency fund for small businesses, primarily benefited small businesses because 87 percent of the loans were for less than $150,000.
PayPal has rolled out new enhancements to its Giving platform as a way to boost crowdfunding and charity donations, a press release says.
Americans have a financial literacy problem, and innovators are stepping up to address that.
Chase's new child-friendly checking account and debit card program aims to teach young people about responsible finances.
United Airlines and Chase Card Services today launched a “United Gateway” credit card that carries no annual fee and offers new users who charge $1,000 within three months of enrolling 20,000 frequent-flier miles.