Apply Now    

Treasury Management Officer - Commercial Bank – Middle Market - Financial Sponsors - Houston, TX

Req #: 170103482
Location: Houston, TX, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

Commercial Bank – Middle Market - Treasury Management Officer - Financial Sponsors

JPMorgan Chase Overview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in over 60 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management, and private equity.

Commercial Banking Overview

Commercial Banking provides clients; consultative solutions, the global thought leadership and fiscal capabilities of J.P. Morgan with, the convenience of the vast Chase banking network. We deliver extensive industry knowledge, local expertise and dedicated service to more than 24,000 clients, including corporations, municipalities, financial institutions and not-for-profit organizations with annual revenue ranging from $20 million to $2 billion.


Commercial Banking Treasury Service

The Commercial Banking Treasury Services Team is a leading provider of global treasury management services; cash management, trade, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients achieve their treasury objectives and business goals. Our Treasury platform is among the best in the industry; we are committed to investing in innovation and a consultative global operating model that distinguishes us in the marketplace.


Middle Market Banking & Specialized Industries (MMBSI)

The MMBSI Team is a leading provider of global; cash management, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients with, $50 Million to $500 Million in revenues.


The Middle Market Banking & Specialized Industries (MMBSI) Financial Sponsor Treasury Management Officer will work closely with Chase Capital to target PEGs as a means to source new clients and identify cross selling opportunities to capture a broader commercial banking wallet share of the PEG portfolio companies.

Chase Capital

Part of Credit Markets and Treasury Management Group within Commercial Banking.  Chase Capital focus’ on Private Equity Groups (“PEGs”) owned U.S. and Canadian-based clients and prospects of Commercial Banking, These companies have sales between $50 million and $750 million. 

The Role

The MMBSI TMO will identify and facilitate introductions to their portfolio companies. This role will ensure proper alignment of strategies and pricing for all Treasury Services products and solutions provided to the PEG portfolio companies. The Individual must maintain and develop relationships across; Banking leadership, Bankers, Portfolio Companies and the sponsor owners. In conjunction with Middle Market Banking and Treasury Teams, they will negotiate pricing for the portfolio companies.


The ideal candidate must have demonstrated executive presence, capable of navigating and building effective relationships in a complex matrix environment to meet quantitative and qualitative goals.


Further, the candidate must have background and success working with Financial Sponsors of parallel scale and scope.

  • Bachelor’s Degree, Required
  • MBA or Masters
  • 5+ years of Treasury Sales background within a top tier bank.
  • Direct experience with Financial Sponsors of similar scale and scope
  • Strong understanding of the unique requirements of companies within various lines of business and industries
  • Knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
  • 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
  • Possesses strategic thinking skills coupled with ability to mobilize internal and external networks and resources
  • Demonstrates excellent/strong
    • consultative selling and negotiation skills
    • verbal and written communication skills
    • time management, organizational and planning skills
  • Relationship Building – Ability to establish and build relationships with customers and internal stakeholders. Ability to influence via matrix relationships
  • Marketing Expertise – Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospects or to guide a team to this result. Ability to mobilize internal networks and resources
  • Leadership and Support – Ability to leverage influence to accomplish objectives.
  • Communication – Strong ability to effectively communicate (oral and written) with senior levels of the organization (internally and externally)
  • Problem Solving – Ability to identify a problem’s cause and drive to resolution. Ability to direct escalations and ensure follow through
  • Business Acumen – Ability to understand the business environment within the Technology and Life Sciences industries. Ability to drive business results in alignment with strategic objectives

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.