Treasury Management Officer - Innovation Economy - Vice President
JPMorgan Chase & Co. · CA
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About the Role
Responsible for generating new treasury management business and maintaining strong client relationships by leveraging treasury product knowledge to develop and execute market and product strategy. Collaborates with Bankers, Client Service, Product Leadership, and Implementation teams.
Responsibilities
- Drive revenue growth by prospecting and sourcing new treasury management business, while retaining and expanding existing customer relationships across Canada.
- Develop strategic dialogues around client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification, and solution positioning.
- Manage a depository customer portfolio and monitor and enhance the profitability of assigned relationships.
- Collaborate with bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-driven framework.
- Lead business process reviews aligned with key client sales opportunities and engage industry solutions specialists for complex client needs.
- Propose new solution ideas and partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions.
- Deliver thought leadership on working capital solutions to the market, prospects, and clients through client roundtables, industry conferences, webinars, and professional media platforms.
- Build strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organizations to support business development and execution.
Requirements
- 6+ years of experience in treasury management, sales, and relationship management.
- Proven success developing new business, with strong prospecting, selling, and negotiation skills.
- In-depth knowledge and understanding of Treasury Services products, credit and risk processes, overdraft management discipline, and pricing philosophy.
- Demonstrated experience meeting or exceeding sales goals, with a proven track record as a top individual contributor.
- Excellent verbal and written communication skills.
- Strong time management, organizational, and planning skills.
- Ability to travel and develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organizations.
- Ability to travel up to 50%.
Skills
- Treasury management
- Sales
- Relationship management
- Prospecting
- Selling
- Negotiation
- Treasury Services products
- Credit processes
- Risk processes
- Overdraft management
- Pricing philosophy
- Communication
- Time management
- Organizational skills
- Planning skills
Location
- Canada
Work Type
- Full-time
Experience Level
- 6+ years
About the Company
- JPMorganChase is one of the oldest financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands.
- With a history spanning over 200 years, the company is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
- J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises globally, serving corporations, governments, states, municipalities, healthcare organizations, education institutions, banks, and investors.
- Global Investment Banking provides strategic advice, capital raising, and risk management expertise to a broad range of corporations, institutions, and governments.
Equal Opportunity
- We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
- We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
- We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.