identifying, proposing and delivering appropriate, but sometimes complex Treasury Management products and solutions to customers and prospects. Job Responsibilities Partner with the Dealer Commercial Services Treasury Management Manager, Treasury Management Officer, and the Dealer Commercial Services Banker to complete and facilitate complex pricing, proposals and implementations that require frequent internal and external meetings for multi-location, multi-state, multi-product and/or technical solutions for clients and prospects.
Works with Bankers to develope new profitable Treasury Management business while maintaining and growing the existing portfolio Responsible for independently
identifying, proposing and delivering appropriate Treasury Management products and solutions to Dealer Commercial Services customers and prospects. Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Management solutions to clients and prospects while working within the risk parameters that protect the bank.
Conveys a professional, knowledgeable and confident demeanor over the phone. Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Treasury Management products Protects the firm
by applying sound risk management protocols and adhering to regulatory requirements.
Takes ownership of escalated Treasury Management client issues and leverages the appropriate resources to champion results. Owns Treasury Management Business processes. Ensures processes are followed consistently and retain supporting materials appropriately Coordinates complex implementations across all products confidently and accurately with clients and prospects with revenue sizes ranging from $5MM to $1+ Billion. Must be comfortable working with all job levels within a company primarily Treasurers, Controllers, Chief Financial Officers, and Chief Executive Officers. Ensures proactive communication of customer expectations to manage timelines and deliverables while partnering internally and externally to successfully implement Treasury Management services Builds collaborative internal relationships to develop and foster partnerships with Dealer Commercial Services Treasury Management Officers/Bankers/Implementations/Product and other key resources.
Participates in partner meetings and communicates key Treasury Management messages timely and accurately Required qualifications, capabilities, and skills 5+ years of experience in Treasury Management or related business experience Expert knowledge of Treasury Management products/solutions, implementations, customer on-boarding, knowledge of Deal Manager, Customer Assist, Internet Deal Model, Salesforce, and other internal systems Bachelor's Degree in Finance or related field required Relationship Building - With clients and internal partners.
influence those outside of direct management control. Influence those outside of direct management control Preferred qualifications, capabilities, and skills Marketing Expertise - Proactively and creatively develop materials to present solutions to clients and prospects Business Acumen - Follow detailed processes and complete tasks.
Understand how actions relate to overall business objectives. Understand the overarching Treasury Management business environment both internally and externally. Complete tasks to meet business objectives and participate in setting business strategies. Manage process and controls Time Management - Establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives Judgment and Professionalism - Make sound decisions that consider and balance the needs of the customer and the bank.
Display professionalism in written and oral communications, both internally and externally Certified Treasury Professional certified or can obtain certification Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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, interactionual 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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
