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Treasury Management Officer (Commercial Real Estate) - Los Angeles or Irvine, CA

Req #: 170109490
Location: Los Angeles, CA, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

As a Commercial Bank, Real Estate, Treasury Management Officer, you will focus primarily on generating new business from prospective Real Estate clients to include multifamily, retail, office and industrial while also growing the existing revenue base from existing clients in the West Region.  You will work closely with the Real Estate coverage to ensure proper alignment of strategies and credit capacity for all Treasury Services products.

 

The core responsibilities of this position include:

  • Working independently and in partnership with market bankers to develop new profitable business from prospective clients; developing and executing strategic account plans
  • Deepening and growing existing market relationships
  • Managing client visitation and contact; Understanding clients' business environments, strategies, and industry to better determine their requirements and to, 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 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
  • 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
  • Direct experience successful selling treasury services to large complex clients across; multifamily, retail, office and industrial
  • Understanding of the multifamily, retail, office and industrial Treasury Market 
  • Possesses knowledge and understanding of Treasury Services products, credit and risk process, overdraft management discipline, and pricing philosophy
  • Success developing new business in a expansion market with focus on prospecting 
  • B.A./B.S in Accounting/Finance preferred or equivalent professional experience
  • 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

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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