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Treasury Management Officer - Commercial Bank – Middle Market - Buffalo, Rochester, or Syracuse

Req #: 170121841_2
Location: Syracuse, NY, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
Treasury Management Officer
Commercial Bank – Middle Market
Buffalo, Rochester, or Syracuse
 
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.

 

The Role

As an Associate Treasury Management Officer, you will focus primarily on generating new business from prospective C&I clients with $20 Million to $500 Million in revenue while growing existing revenue from the local 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.

 

The core responsibilities include:

  • Working in partnership with Middle Market 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 goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Treasury Services via appropriate solution(s)
  • Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services
  • 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

Qualifications:
  • B.A./B.S
  • 3 to 5 years of cash management; sales support and/or direct sales responsibility in a banking environment
  • Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
  • Exposure to clients of similarly scale and scope C&I $20 Million to $500 Million in revenue
  • 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
  • Possesses strong C&I industry background and knowledge of the local C&I market
  • Demonstrates strong time management, organizational and planning skills
  • Possesses strategic thinking skills coupled with 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

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