Treasury Management Officer - Fintech, Vice President
About the job
- At least 10 years of cash management, sales, and relationship management experience.
- Demonstrated success developing new business through prospecting, with strong selling and negotiation skills.
- Knowledge and understanding of Treasury Service products, credit and risk processes, 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, and external consulting organizations.
- Strong time management, organizational, and planning skills.
- Demonstrated experience meeting or exceeding sales goals as a top individual contributor.
- 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, 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, 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 to the market, prospects, and clients on working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
- Manage non-credit risk for the customer portfolio and monitor and enhance profitability of assigned relationships.
- Certified Treasury Professional designation.
- Strong creative solution and problem-solving abilities.
About the company
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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Simplify's Take
What believers are saying
- Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
- Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
- Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.
What critics are saying
- AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
- Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
- It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.
What makes JP Morgan Chase unique
- It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
- It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
- Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.
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Benefits
- Health Insurance
- Flexible Work Hours
- Paid Sick Leave
- Paid Holidays