Treasury Management Officer - Commercial Banking - Vice President

Location: Charlotte, NC, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering innovative solutions to clients worldwide. As a Treasury Management Officer - Commercial Banking - Vice President in our Charlotte, NC office, you will join a dynamic team dedicated to serving over 20,000 middle market clients across the United States. In this relationship sales role, you will play a pivotal part in providing comprehensive treasury solutions that help businesses optimize their liquidity, manage risks, and streamline payments. Leveraging JP Morgan's vast resources and cutting-edge technology, you will act as a trusted advisor, fostering long-term partnerships that drive client success and firm growth in the competitive financial services landscape. Your primary focus will be on cultivating and expanding relationships with middle market companies, identifying opportunities to implement tailored treasury management strategies such as cash pooling, foreign exchange hedging, and supply chain finance. You will collaborate closely with cross-functional teams, including product specialists and risk managers, to design bespoke financial packages that align with clients' operational goals. By analyzing market dynamics and regulatory environments, you will position JP Morgan Chase as the premier partner for treasury excellence, contributing to revenue targets while ensuring adherence to the highest standards of compliance and ethical practices. This Vice President-level position offers a platform for professional advancement within one of the world's most respected financial institutions. You will engage in high-impact activities like client portfolio management, strategic pitching, and innovation workshops, all while benefiting from JP Morgan's commitment to employee development and work-life balance. If you thrive in a client-facing environment and have a passion for financial innovation, this role provides an opportunity to make a meaningful impact on the growth of middle market businesses nationwide.

Key Responsibilities

• Develop and maintain relationships with middle market clients to identify and deliver tailored treasury management solutions
• Collaborate with internal teams to structure financial products including cash management, trade finance, and liquidity optimization
• Drive revenue growth by cross-selling JP Morgan Chase treasury services to existing and prospective clients
• Conduct financial analysis and provide strategic advice on treasury operations to enhance client efficiency
• Monitor market trends and regulatory changes to recommend innovative solutions aligned with JP Morgan's offerings
• Prepare and present proposals, pitches, and performance reports to senior stakeholders and clients
• Ensure compliance with banking regulations and internal risk management policies
• Mentor junior team members and contribute to team development initiatives
• Participate in client portfolio reviews and strategy sessions to achieve sales targets
• Leverage JP Morgan's digital tools to streamline treasury processes for clients

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in treasury management, commercial banking, or financial services sales
• Proven track record in managing relationships with middle market clients and driving treasury solutions
• Strong understanding of cash management, liquidity solutions, and payment processing in the financial services industry
• Experience with JP Morgan Chase systems and products, or equivalent banking platforms
• Ability to travel up to 25% for client meetings and industry events
• Series 7 or equivalent licensing preferred, with compliance knowledge in banking regulations

Preferred Qualifications

• MBA or advanced degree in Finance
• Prior experience in a Vice President-level role at a major financial institution
• Familiarity with middle market industries such as manufacturing, healthcare, or technology
• Certifications in treasury management (e.g., CTP - Certified Treasury Professional)
• Bilingual skills for serving diverse client bases

Required Skills

• Expertise in treasury management products and services
• Strong relationship-building and client management abilities
• Proficiency in financial modeling and cash flow analysis
• Knowledge of banking regulations (e.g., Dodd-Frank, Basel III)
• Sales acumen and negotiation skills
• Analytical thinking for assessing client financial needs
• Communication skills for presentations and stakeholder engagement
• Technical proficiency in Microsoft Office Suite and financial software
• Understanding of digital banking platforms and fintech integrations
• Risk assessment and compliance awareness
• Team collaboration and leadership qualities
• Adaptability to fast-paced financial environments
• Strategic planning for revenue growth
• Customer-centric problem-solving approach
• Data-driven decision-making skills

Benefits

• Competitive base salary and performance-based 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
• On-site fitness centers and wellness programs at JP Morgan Chase locations
• Flexible work arrangements and hybrid options in Charlotte, NC

JP Morgan Chase is an equal opportunity employer.