Treasury Management Officer - Commercial Term Lending jobs at Jpmorgan in United States, Seattle

As a Treasury Sales Group Manager in Commercial Banking, you will lead and develop Treasury Management Sales Associates. You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team. You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.

Job Responsibilities

• Lead, hire, and manage a team of Treasury associate professionals to drive revenue through speed to market, deepening relationships, and excellent client experience
• Leads with direction and coordination building successful relationships internally and externally
• Direct client interaction focused on client experience
• Monitors staff performance, provides appropriate coaching, recognition and feedback
• Builds collaborative internal relationships with Segment and Industry Treasury Sales Team, bankers and other internal partners
• Participates in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
• Develop and implement client, market, people, and business strategies

Required qualifications, capabilities, and skills

• 5+ years of treasury sales and industry experience
• 3+ years of demonstrated leadership experience driving new business, building relationships and successfully partnering for a positive experience for all involved
• Deep knowledge of treasury products and solutions
• Highly motivated, independent worker within a team-oriented culture
• Excellent client management skills
• Ability to communicate and present to large groups
• Demonstrated sales coaching abilities including successful sales and marketing skills

Preferred qualifications, capabilities, and skills

• Familiar with Microsoft Word, Excel, and PowerPoint
• Bachelor’s degree; advanced degree preferred
• Superior analytical and quantitative skills
• Exceptional verbal and written communication skills

FEDERAL DEPOSIT INSURANCE ACT:

As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.

Job Responsibilities

• Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above.
• Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
• Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
• Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
• Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
• Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development

Required Qualifications, Capabilities and Skills

• 5 plus years’ direct lending or credit support related experience, with a focus on business relationships
• Understanding of Commercial Banking products and services
• Knowledge of the local market
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Sales management and business development skills

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Excellent verbal, written and listening communication skills
• Strong creative solution and problem solving abilities
• Proficiency in building and maintaining positive client relationships

As a Commercial Real Estate Client Associate within the Commercial Term Lending team, you will have the opportunity to develop strong business relationships through proactive calling of prospects and existing clients. You will play an integral role in creating and implementing marketing strategies, interacting with clients to understand their team member business needs, and offering creative solutions to help them grow their real estate portfolio. You will also analyze commercial multifamily real estate cash flow and valuation, model various financial assumptions to select the best mortgage product for the client, and promote the loan package through the process from pre-approval to funding. This role requires a minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services, a strong understanding of financial concepts, excellent time management, verbal communication and presentation skills, and a strong desire to be a contributing member on a sales team.

Job responsibilities

• Develop strong business relationships through proactive calling of prospects and existing clients
• Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
• Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
• Analyze commercial multifamily real estate cash flow and valuation
• Model various financial assumptions to select the best mortgage product for the client
• Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
• Drive the loan package through the process by assessing status and leveraging internal business partners

Required qualifications, capabilities, and skills

• Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
• Strong desire to be a contributing member on a sales team
• Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
• Excellent time management, verbal communication and presentation skills
• Enthusiastic, self-motivated, ambitious, team player
• Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
• Able to identify new sources of business by researching industry and related events, publications, and announcements

Preferred qualifications, capabilities, and skills

• A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing - preferred) or commensurate experience in the financial services industry
• Experience cold calling preferred
• Familiarity with CoStar preferred

Job Summary

As a Payments Corporate Sales Manager (PSM) within J.P. Morgan, you will be primarily responsible for growing and developing our treasury services, merchant services, and trade business with existing and prospective clients on a global level. You will provide innovative and transformative solutions to our key clients to better manage their treasury operations and working capital. This role offers the opportunity to build a pipeline and achieve new business sales goals through effective account planning, solid relationships, and implementation of sophisticated selling strategies.

Job Responsibilities

• Drive sales of the entire Payments product suite, including treasury services, core cash clearing, liquidity management, foreign exchange solutions, merchant services, and trade & working capital.
• Partner closely with in-country coverage teams to promote J.P. Morgan’s global efforts, expand existing business with current clients, and proactively identify and align target prospect clients to deliver new Payments revenue.
• Understand the client’s unique challenges and requirements and collaborate with internal stakeholders in the development, implementation, and delivery of complex products.
• Build trusted, long-term Payments business relationships by taking a holistic and forward-looking view on our relationships and identifying ways to help clients achieve their most important business/treasury objectives.
• Engage clients at strategic levels to provide integrated treasury solutions within a consultative and solution-led framework, and create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification, and solution positioning.

Required Qualifications, Capabilities, and Skills

• Demonstrable experience in Payments sales or related areas with a proven ability to build and develop client relationships, win, and close new deals.
• Solid knowledge in cash & liquidity management products and understanding of relevant compliance and Know Your Client (KYC) processes.
• Effective selling and negotiation skills.
• Ability to influence senior decision-makers, internal stakeholders, and peers.
• Excellent partnership and communication skills with internal and external stakeholders.
• Result-oriented and able to work under pressure within tight timeframes.
• Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions.

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree required (Business, Finance, or Economics related major preferred); Master’s degree preferred, or extensive experience performing successfully in a similar role.
• Exposure to various functions including coverage, sales, client service, and operations preferred.
• Proficiency in Microsoft Excel, Access, PowerPoint, and Word.
• Nordic languages are preferred.