JPMorgan Chase Commercial Bank, Treasury Mgmt Officer, Innovation Industry in Charlotte, North Carolina
Innovation Economy Specialized Industry
J.P. Morgan's Innovation Economies industry vertical includes technology, disruptive commerce and life sciences companies, making up our economy's largest growth sector.
As a Commercial Bank Treasury Management Officer, you will focus primarily on generating new business from prospective clients within the Technology, Disruptive Commerce (TDC) & Life Sciences market while growing existing revenue from the 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 of this position include:
Working in partnership with TDC & Life Sciences 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
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
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Possesses a minimum of 5 years of cash management, sales and relationship management experience
Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
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 tech industry & local market expertise
Demonstrates strong time management, organizational and planning skills
Possesses strategic thinking skills coupled with ability to mobilize internal and external networks and resources
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans