Treasury Management Officer - Commercial Bank

Location: Boston, MA, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a Commercial Banking division that empowers middle market companies to thrive. As a Treasury Management Officer in our Boston office, you will join a dynamic team dedicated to providing innovative financial solutions to over 20,000 clients across the United States. In this relationship sales role, you will act as a trusted advisor, helping clients optimize their cash flow, manage risks, and streamline operations through our world-class treasury services. Based in the heart of Boston, MA, you will contribute to our mission of delivering unparalleled value in a competitive financial landscape, leveraging JP Morgan's extensive resources and technology platforms to drive client success. Your primary focus will be on cultivating deep relationships with commercial clients in the middle market segment, identifying opportunities to introduce tailored treasury products such as real-time payments, foreign exchange hedging, and supply chain finance. You will collaborate closely with relationship managers, product specialists, and risk teams to design comprehensive solutions that align with each client's unique business objectives. By analyzing financial data and market trends, you will provide strategic insights that enhance liquidity and operational efficiency, all while ensuring adherence to stringent regulatory standards and JP Morgan's commitment to ethical banking practices. This role offers the chance to grow within one of the world's most respected financial institutions, where your expertise in treasury management can make a tangible impact on client businesses and our bottom line. With opportunities for professional development, competitive compensation, and a supportive culture that values innovation and inclusion, joining JP Morgan Chase as a Treasury Management Officer means advancing your career while contributing to the economic vitality of the communities we serve.

Key Responsibilities

• Develop and maintain relationships with middle market clients to identify treasury management needs
• Present and sell customized financial solutions including cash management, trade finance, and liquidity tools
• Collaborate with internal teams to deliver seamless treasury services to over 20,000 clients nationwide
• Conduct market analysis to recommend optimal treasury strategies for commercial clients
• Monitor client portfolios and provide ongoing advisory support to enhance financial efficiency
• Drive revenue growth through proactive sales initiatives and client retention efforts
• Ensure compliance with JP Morgan Chase policies and federal banking regulations
• Participate in business development activities, including networking events in the Boston area
• Analyze client data to tailor solutions using JP Morgan's advanced treasury platforms
• Mentor junior team members on treasury product knowledge and sales techniques

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 cash management, liquidity solutions, and payment processing
• Excellent communication and presentation skills
• Ability to travel up to 25% within the assigned territory
• Series 6 or 7 license preferred, 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 English and Spanish for diverse client base
• Prior success in cross-selling treasury products in a commercial banking environment

Required Skills

• Treasury management expertise
• Commercial banking knowledge
• Relationship building
• Sales acumen
• Financial analysis
• Client consultation
• Regulatory compliance
• Presentation skills
• Data interpretation
• Negotiation techniques
• Problem-solving
• Team collaboration
• Market research
• Product knowledge in payments and liquidity
• Adaptability in dynamic financial environments

Benefits

• Competitive base salary with performance-based bonuses and commissions
• 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 JP Morgan's global mobility opportunities and career advancement paths
• Wellness programs including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.