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Treasury Sales Officer - VP / ED

Dallas, TX, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Accounting / Control
    Financial Services Professional
  • Experience:
    5-7 years
Job Description:
57 people have viewed this job

 Working in partnership with GCB 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); tradition cash management, trade, International, liquidity and commercial card.

• 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

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

• 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


• Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy

• Possesses a minimum of 5+ years of US cash management, sales and relationship management experience

• Bachelor’s degree or equivalent

• Ability to assist in the design, sale and delivery of value-added services

• Competence in assessing new opportunities/prospecting, contacting key decision makers

• Strong account planning and demonstrated execution

• Comprehension of customer's industries, business needs and potential solutions

• Strong creative solution and problem solving skills

• Strong teamwork skills

• Strong ability to influence and negotiation skills

• Excellent verbal and communication skills

• Proven ability to build and develop relationships

• Superb attention to detail and time management skills

• Understanding of Compliance and KYC processes

• Demonstrates cultural sensitivity and awareness

• Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (a plus)

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