Commercial Bank - Treasury Management Officer - Healthcare, Higher Education and Not-For-Profits (HHN)

JP Morgan Chase - Los Angeles, CA

Posted 6 days ago

Vice President

Treasury Management Officer - Commercial Bank

Healthcare, Higher Education and Not-For-Profits (HHN)


JPMorgan Chase Overview
JPMorgan Chase is a leading global financial services firm with assets of $2.3 trillion and operations in over 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 provides clients; consultative solutions, the global thought leadership and fiscal capabilities of J.P. Morgan with, the convenience of the vast Chase banking network. 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 ranging from $20 million to $3 billion.
Commercial Banking Treasury Solutions

The Commercial Banking Treasury Solutions Team is a leading provider of global treasury management services; cash management, trade, liquidity and commercial card capabilities. We develop, implement and deliver a full range of solutions that help clients achieve their treasury objectives and business goals. Our Treasury platform is among the best in the industry; we are committed to investing in innovation and a consultative global operating model that distinguishes us in the marketplace.

As a HHN TMO 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

Qualifications:

  • Possesses a minimum of 5 years of cash management, sales and relationship management experience targeting Healthcare, Higher Education and Not For Profits clients of parallel scale and scope
  • Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
  • B.A./B.S required
  • Visibility and understanding of the HHN vertical
  • Ability to develop 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 industry/market expertise
  • Demonstrates strong time management, organizational and planning skills
  • Possesses strategic thinking skills
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