JPMorgan Chase Treasury Management Officer/Vice President (Healthcare, Higher Education & Not-for-Profit) - Dallas, TX; or Houston, TX in Houston, Texas
The Treasury Management Officer (TMO) reports to the Regional Leader of our Healthcare, Higher Education & Not-for Profit (HHN) segments. As a TMO, you will focus primarily on generating new business from prospective clients across: Healthcare vertical; Hospitals, Health Systems Large Physician Groups, LTC Facilities.
You will work closely with 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 J.P. Morgan Treasury Services and provide the appropriate solution(s)
Understanding the competitions' capabilities and gaps, and how to position J.P. 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 maintaining strong working relationships with other J.P. Morgan lines of business
Engage J.P. 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 J.P. 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
Possesses a minimum of 7+ 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
B.A./B.S in Accounting/Finance preferred
Direct background in the Healthcare, vertical with parallel scale and scope
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
The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.
JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.