Treasury Management Officer - Commercial Term Lending

Location: Portland, OR, 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 Term Lending in our Portland, OR 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 helping businesses optimize their cash flow, manage liquidity, and secure term lending to fuel growth. Leveraging JP Morgan's vast resources, including advanced digital platforms and expert advisory services, you will build lasting partnerships that drive mutual success in the competitive financial landscape. Your primary focus will be on prospecting and nurturing relationships with middle market companies in the Pacific Northwest, tailoring treasury management solutions such as sweep accounts, payment processing, and commercial loans to their unique needs. You will collaborate closely with cross-functional teams to underwrite deals, mitigate risks, and ensure seamless execution, all while adhering to the highest standards of compliance and client service that define JP Morgan Chase. This position offers the opportunity to contribute to the firm's mission of empowering businesses through strategic financial partnerships, with a particular emphasis on industries like manufacturing, technology, and healthcare prevalent in the Portland area. We value professionals who thrive in a fast-paced environment and are passionate about the financial services industry. By joining JP Morgan Chase, you will gain access to unparalleled training, cutting-edge tools, and a supportive culture that fosters innovation and career growth. If you are ready to make an impact on middle market clients and advance your career with one of the world's most respected financial institutions, apply today to become part of our Portland team.

Key Responsibilities

• Develop and maintain relationships with middle market clients to provide tailored treasury management and commercial term lending solutions
• Identify and pursue new business opportunities within the Portland, OR territory to grow the client portfolio
• Conduct financial needs assessments and recommend JP Morgan Chase products such as lines of credit, term loans, and cash flow management tools
• Collaborate with internal teams including credit analysts and product specialists to structure financing deals
• Monitor client portfolios for performance, risks, and opportunities to cross-sell additional services
• Deliver presentations and proposals to clients, highlighting the value of JP Morgan's global resources
• Ensure compliance with regulatory requirements and internal risk management policies
• Track market trends in the financial services industry to advise clients on optimal treasury strategies
• Participate in community and industry events to enhance JP Morgan Chase's brand presence in the region
• Prepare regular reports on sales pipeline, revenue targets, and client satisfaction metrics

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in commercial banking, treasury management, or term lending
• Proven track record in sales and relationship management within the financial services industry
• Strong understanding of middle market client needs and financial solutions
• Ability to travel up to 25% for client meetings and networking events
• Series 6 or 7 license preferred, or willingness to obtain
• Proficiency in financial analysis and credit underwriting

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with JP Morgan Chase or similar large financial institutions
• Knowledge of treasury management products like cash management and liquidity solutions
• Existing network in the Pacific Northwest middle market
• Bilingual skills, particularly Spanish, for diverse client interactions

Required Skills

• Commercial lending expertise
• Treasury management knowledge
• Sales and negotiation proficiency
• Financial modeling and analysis
• Relationship building and client management
• Credit risk assessment
• Regulatory compliance awareness
• Presentation and communication skills
• Market research and trend analysis
• CRM software proficiency (e.g., Salesforce)
• Problem-solving and decision-making
• Team collaboration and leadership
• Time management and organizational skills
• Adaptability to dynamic financial environments
• Ethical judgment in high-stakes transactions

Benefits

• Competitive base salary with performance-based incentives and bonuses
• 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 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.