Treasury Management Officer - Commercial Term Lending - Vice President jobs in United States
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Chase · 2 hours ago

Treasury Management Officer - Commercial Term Lending - Vice President

Chase is a leading financial institution that offers innovative financial solutions to a diverse clientele. They are seeking a Treasury Management Officer to generate new business and maintain client relationships while leveraging deep treasury product knowledge to execute localized market strategies.

BankingFinancial Services

Responsibilities

Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and 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, and professional media platforms
Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Qualification

Cash managementSalesRelationship managementTreasury Service productsNegotiation skillsTime managementPlanning skillsCreative solution developmentClient relationship buildingVerbal communicationWritten communicationOrganizational skillsProblem-solving abilities

Required

6+ years of cash management, sales and relationship management experience
Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
Excellent verbal and written communication skills
Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
Strong time management, organizational and planning skills
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred

Bachelor's degree
Certified Treasury Professional designation
Strong creative solution and problem-solving abilities

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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Company data provided by crunchbase