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Treasury Management Officer - FIG, Banks/Specialty Finance Team - Chicago, IL; New York, NY; or Dallas, TX

Req #: 180016225
Location: Chicago, IL, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

As a FIG Commercial Bank Treasury Management Officer, you will focus primarily on generating new business and growing the existing revenue base from existing clients. Target clients include banks with up to $50 billion in assets and Specialty Finance Firms. Products include; cash services, check clearing, cross boarder payments and letters of credit. You will work closely with dedicated FIG relationship managers/bankers to align sales strategies for all Treasury Services products.


The core responsibilities of this position include:

  • Working in partnership with FIG bankers to develop new profitable business from prospective clients; Developing strategic account plans and executing them
  • Deepening and growing existing market relationships
  • Managing client visitation and contact; Understanding clients' business environments, strategies, and industry to better determine their requirements, identify potential new business opportunities for JP Morgan Treasury Services and provide the appropriate solution(s)
  • Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services against them
  • Promoting sales through frequent client meetings and discussions covering new products, market and industry developments
  • Managing proposal writing and the entire sales process
  • 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
  • Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business

Key Objectives/Responsibilities:

  • Engage JP Morgan Treasury Services sales, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
  • Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
  • Build template-driven business case quantification for clients in support of JP Morgan solutions
  • Partner with internal product stakeholders when representing the client perspective in the development/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, articles, etc.
  • Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services


  • Possesses a minimum of 5 years of cash management, sales and relationship management experience.

  • Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy

  • B.A./B.S in Accounting/Finance preferred

  • 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

  • Possesses strong industry/market expertise

  • Demonstrates strong time management, organizational and planning skills

  • Possesses strategic thinking skills

  • Has the ability to mobilize internal and external networks and resources

  • Has the ability to use various PC and Internet-based systems to manage their business portfolio

The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.  It may be different than what is listed on the requisition based on candidate experience level. 


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