Treasury Management Officer

The Role

As a Commercial Bank Treasury Management Officer, you will focus primarily on generating new business from prospective healthcare provider and healthcare technology companies with $100 Million to $2 Billion in revenue while expanding existing relationships.  Portfolios typically include 20-30 clients and 60-100 prospects.

Healthcare Specialized Industry

This role will focus on healthcare technology companies providing payment services to healthcare businesses.  Examples include third party benefits administrators and patient portal providers. The role will include defining the target market and suitable products, and collaborating with our product partners to identify solution sets.  The role includes independent prospecting via networking, digital marketing, and conferences. 
 

The J.P. Morgan’s Healthcare Services team is aligned to companies within the healthcare ecosystem, making up our economy's largest growth sector. Examples include multi-specialty physician groups, for-profit entities providing accountable care services, for-profit healthcare payers, healthcare technology companies, claims processors, ambulatory surgery centers, retail pharmacies, and ancillary businesses. The Healthcare Services vertical does not include non-profit entities.
 

 The core responsibilities of this position include:

• Working independently and in partnership with relationship managers to develop new profitable business from prospective clients; developing strategic account plans and executing them
• Mentoring and developing analysts and associates to support your portfolio and evolve into capable sales people
• Coordinating teams of treasury resources, including product specialists, associates, leaders, and stakeholders to support the growth of your portfolio
• Identifying prospects, establishing connectivity, and sourcing in-person meetings with prospects and clients
• Deepening and growing existing market relationships
• Gaining mind share from clients and prospects; understanding clients' business goals, environments, strategies, and industry trends to better determine requirements and identify potential new business opportunities 
• Understanding competitor capabilities and gaps, and how to position JP Morgan Treasury Services
• Producing outstanding written and verbal material to educate clients and prospects about our services
• Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
• Delivering thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc.
• Championing a culture of innovation and a customer centric mindset
• Meticulous compliance with reporting requirements, including pipeline maintenance, call planning, client strategy planning, call documentation, and other leadership reporting related to sales and client management initiatives.

Qualifications:

• Possesses a minimum of 5 years of treasury knowledge and experience, preferably in the healthcare space
• Ability to travel up to 60% including overnight air and road travel
• Possesses knowledge and understanding of sales strategies
• B.A./B.S or greater in finance, economics, or related field
• Exposure to clients of similar scale and scope
• Track record and capabilities to foster strong working relationships with clients and colleagues
• Ability to generate ideas, identify and drive the development of new business
• Demonstrates excellent/strong selling and negotiation skills
• Demonstrates excellent/strong verbal and written communication skills
• Demonstrates strong time management, organizational and planning skills
• Possesses strategic thinking skills coupled with ability to mobilize internal and external networks and resources