Treasury Management Officer

Location: Chicago, IL, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to empowering middle market businesses through innovative treasury solutions. As a Treasury Management Officer in our Chicago office, you will join a dynamic team dedicated to serving over 20,000 clients across the United States. In this relationship sales role, you will act as a trusted advisor, helping clients navigate complex financial landscapes by leveraging JP Morgan Chase's world-class treasury products and services. Your focus will be on building long-term partnerships, driving revenue growth, and delivering exceptional value in a competitive market. Key to success in this position is your ability to assess client needs in areas such as liquidity management, payment processing, and fraud prevention, then tailor solutions from our robust portfolio, including tools like JPMorgan Access® and advanced analytics platforms. You will collaborate closely with cross-functional teams to execute strategies that enhance client cash positions and operational efficiency. Based in Chicago, IL, you will engage with local and regional middle market companies in industries ranging from manufacturing to healthcare, contributing to JP Morgan Chase's mission of fostering economic growth. This role offers a unique opportunity to thrive in a high-impact environment where your expertise in financial services can make a tangible difference. With access to JP Morgan Chase's extensive resources, ongoing training, and a supportive culture, you will have the platform to advance your career while helping clients achieve their financial goals. If you are passionate about sales, treasury innovation, and client success, join us in redefining what's possible for middle market businesses.

Key Responsibilities

• Develop and maintain relationships with middle market clients to provide tailored treasury management solutions
• Identify client needs and recommend JP Morgan Chase treasury products such as ACH payments, wire transfers, and liquidity management tools
• Collaborate with internal teams including product specialists and credit analysts to deliver comprehensive financial solutions
• Drive revenue growth by cross-selling additional banking services to an existing portfolio of over 20,000 clients nationwide
• Conduct client meetings, presentations, and financial reviews to ensure satisfaction and retention
• Monitor market trends and regulatory changes to advise clients on optimizing their cash flow and risk management
• Prepare and present business cases for new client acquisitions in the Chicago region
• Track performance metrics and report on sales targets to senior management
• Support onboarding processes for new treasury clients, ensuring seamless integration of JP Morgan Chase platforms
• Participate in community and industry events to enhance JP Morgan Chase's presence in the middle market segment

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in treasury management, commercial banking, or financial services sales
• Proven track record in relationship management with middle market clients
• Strong understanding of treasury products including cash management, liquidity solutions, and payment processing
• Excellent communication and negotiation skills
• Ability to travel up to 25% within the region
• Series 6 and 63 licenses or willingness to obtain

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with JP Morgan Chase or similar large financial institutions
• Knowledge of regulatory compliance in treasury services (e.g., OFAC, BSA)
• Bilingual proficiency in Spanish or another language relevant to Chicago's diverse client base
• Prior success in cross-selling financial products to middle market businesses

Required Skills

• Treasury management expertise
• Financial analysis and modeling
• Client relationship building
• Sales and negotiation techniques
• Knowledge of banking regulations
• Cash flow optimization strategies
• Payment systems proficiency (e.g., SWIFT, ACH)
• Risk assessment and mitigation
• Presentation and public speaking
• Data analysis using tools like Excel or Tableau
• Cross-functional team collaboration
• Problem-solving and decision-making
• Time management and prioritization
• Adaptability to fast-paced environments
• Cultural sensitivity for diverse client interactions

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• Access to on-site fitness centers and wellness programs at JP Morgan Chase facilities
• Relocation assistance for eligible positions in Chicago

JP Morgan Chase is an equal opportunity employer.