Apply Now    

Treasury Management Manager Associate (Healthcare, Higher Education, and Not-for-Profit) - Commercial Bank - Chicago, IL

Req #: 180007339
Location: Chicago, IL, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)

JPMorgan Chase Overview

JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in more than 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 offers clients the convenience and vast banking network of Chase, combined with the thought leadership and global financial capabilities of J.P. Morgan. 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 generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, equipment finance, real estate finance, treasury services and provide clients with access to the investment services of J.P. Morgan.

 

Commercial Banking Treasury Service

Treasury Services (TS) delivers cash management, trade, liquidity and commercial card capabilities that resolve the working capital and efficiency challenges treasury professionals face today. Our TS platform is recognized as among the best in the industry, and we are committed to investing in a seamless, global operating model that differentiates us in the market. As a leading provider of global treasury management services, we offer innovative ways to save time and money, keep pace with our changing industry and deliver a full range of solutions to help clients achieve their Treasury objectives.

 

The Role:

The Treasury Management Officer (TMO) Associate will report into the Midwest Leader of our Healthcare, and Higher Education & Not-for Profit (HHN) segments.

 

As a HHN TMO Associate you will focus primarily on generating new business from prospective clients across; 

  • Healthcare – Hospitals , Health Systems Large Physician Groups, LTC Facilities, ETC
  • Higher Education –  College and Universities
  • Not For Profits – Social/Human Services, Membership Organization, Foundations, and Cultural Institutions

You will work closely with a group of HHN focused bankers to ensure proper alignment of strategies and credit capacity for all Treasury Services products.

 

The core responsibilities of this position include:

  • Working in partnership with market bankers to develop new profitable business from prospective clients; Developing strategic account plans and executing them
  • 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
  • Providing feedback to product managers and maintain 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
  • Minimum 2 - 3 years experience as a treasury sales associate required

  • Bachelor’s Degree in a business related field (accounting, finance or economics) required

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.

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.