Treasury Management Officer - Emerging Middle Market
Tempe, AZ, United States
As a Commercial Bank Treasury Management Officer, you will focus primarily on generating new business from prospective Commercial & Industrial (C&I) clients while growing existing revenue from the market. You will work closely with an established team of bankers to ensure proper alignment of strategies and credit capacity for all Treasury Services products. In this role you will maintain and develop trusted relationships with your client sector. As a Sales Leader you will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams, and will develop and execute a localized to market and product strategy while leading and managing key client pursuits and relationships.
This is a business development officer role with heavy emphasis on developing new treasury management and depository relationships for an assigned territory. Job responsibilities include:
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 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
Qualifications
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
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