Treasury Management Officer - Commercial & Specialized Industries - Executive Director

Location: Raleigh, 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 & Specialized Industries - Executive Director in our Raleigh, NC office, you will play a pivotal role in our Commercial Banking division, serving over 20,000 middle market clients across the United States. This executive-level position within the Relationship Sales category focuses on providing sophisticated treasury management services to businesses in sectors like manufacturing, healthcare, and technology. You will leverage JP Morgan Chase's vast resources to help clients optimize their liquidity, manage risks, and streamline payments, contributing to their growth in a dynamic economic landscape. In this role, you will act as a trusted advisor, building deep relationships with C-suite executives and financial leaders of middle market companies. Your primary focus will be on identifying client needs through in-depth consultations and crafting bespoke treasury solutions that integrate seamlessly with their operations. Working closely with product specialists, credit teams, and global markets experts at JP Morgan Chase, you will drive the adoption of advanced tools such as real-time cash visibility platforms and automated payment gateways. Success in this position requires a blend of strategic sales expertise and technical knowledge of the financial services industry, ensuring clients achieve enhanced efficiency and compliance in an ever-evolving regulatory environment. Joining JP Morgan Chase means becoming part of a collaborative culture that values innovation, integrity, and client success. As an Executive Director, you will have opportunities to influence business strategies at a national level while benefiting from our world-class training programs and career advancement pathways. This role not only offers the chance to impact thousands of businesses but also positions you at the forefront of treasury innovation in one of the most prestigious institutions in finance. If you are a seasoned professional passionate about commercial banking and specialized industries, we invite you to bring your expertise to our team in Raleigh.

Key Responsibilities

• Develop and maintain strategic relationships with middle market clients to deliver tailored treasury management solutions
• Identify and pursue new business opportunities within commercial and specialized industries across the country
• Collaborate with internal teams to structure comprehensive financial solutions, including liquidity management and risk mitigation
• Conduct client needs assessments and present customized treasury products to enhance cash flow efficiency
• Monitor market trends and regulatory changes to advise clients on optimal treasury strategies
• Drive revenue growth by cross-selling JP Morgan Chase's suite of banking and advisory services
• Prepare and deliver executive-level presentations and proposals to senior client stakeholders
• Ensure compliance with all internal policies and external regulations in all client interactions
• Mentor junior team members and contribute to the development of sales strategies for the region

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 10 years of experience in treasury management, commercial banking, or financial services sales
• Proven track record in managing relationships with middle market clients in commercial and specialized industries
• Deep knowledge of treasury products including cash management, liquidity solutions, and payment processing
• Strong understanding of regulatory requirements in the financial services industry, such as AML and KYC
• Experience in sales and business development within the banking sector

Preferred Qualifications

• MBA or advanced degree in Finance
• Prior experience at a major financial institution like JP Morgan Chase
• Certification in Treasury Management (e.g., CTP from AFP)
• Familiarity with industries such as healthcare, manufacturing, or technology
• Bilingual skills for serving diverse client bases

Required Skills

• Expertise in treasury management software and tools like SAP or Oracle Treasury
• Proficiency in financial modeling and cash flow forecasting
• Strong analytical skills for assessing client financial health
• Excellent communication and presentation abilities for executive audiences
• Relationship-building and networking in the financial services sector
• Knowledge of payment systems such as ACH, wire transfers, and SWIFT
• Risk management and compliance expertise in banking regulations
• Sales acumen and negotiation skills for closing complex deals
• Project management for implementing treasury solutions
• Adaptability to fast-paced, client-driven environments
• Data analysis using tools like Excel, Tableau, or SQL
• Strategic thinking for long-term client advisory
• Team collaboration across cross-functional banking teams
• Customer-centric problem-solving approach

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance coverage
• 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 select locations
• Flexible work arrangements and remote work options where applicable

JP Morgan Chase is an equal opportunity employer.