Treasury Management Officer - Healthcare, Higher Education, and Nonprofit - Vice President

Location: New Orleans, LA, United States

Job Family: Relationship Sales

About the Role

As a Treasury Management Officer - Healthcare, Higher Education, and Nonprofit - Vice President at JP Morgan Chase, you will play a pivotal role in our Commercial Banking division, serving over 20,000 middle market clients across the United States. Based in New Orleans, LA, this position focuses on delivering innovative financial solutions to organizations in specialized sectors, helping them navigate complex treasury needs amid evolving economic landscapes. You will leverage JP Morgan Chase's global resources to offer customized services such as cash flow optimization, payment automation, and liquidity management, ensuring clients in healthcare facilities, universities, and nonprofits achieve operational efficiency and financial stability. In this relationship sales-oriented role, you will build and nurture long-term partnerships with key decision-makers, conducting in-depth needs assessments to recommend tailored treasury products from our robust portfolio. Responsibilities include prospecting new business opportunities in the region, collaborating with cross-functional teams to structure deals, and driving portfolio growth while mitigating risks in compliance with federal regulations. Your expertise will be crucial in advising clients on sector-specific challenges, such as funding cycles for higher education or reimbursement processes in healthcare, positioning JP Morgan Chase as their trusted financial partner. Joining JP Morgan Chase means becoming part of a world-class institution committed to innovation and client success. We offer a dynamic environment where your contributions directly impact the growth of our middle market business. With opportunities for professional advancement, comprehensive benefits, and a collaborative culture, this Vice President role provides the platform to excel in financial services while making a meaningful difference in vital community sectors.

Key Responsibilities

• Develop and maintain strategic relationships with middle market clients in healthcare, higher education, and nonprofit sectors to provide tailored treasury management solutions
• Identify client needs and recommend JP Morgan Chase's suite of financial products, including liquidity management, trade finance, and digital banking tools
• Drive revenue growth by acquiring new clients and expanding services to existing portfolio of over 20,000 middle market clients nationwide
• Collaborate with internal teams such as product specialists, risk management, and compliance to deliver seamless financial solutions
• Conduct market analysis and stay abreast of industry trends to advise clients on optimizing their treasury operations
• Prepare and present financial proposals, pitches, and performance reports to senior executives and boards
• Ensure adherence to JP Morgan Chase's risk and regulatory policies while supporting client financial health
• Mentor junior team members and contribute to team goals in the New Orleans office
• Participate in community outreach and networking events to enhance JP Morgan Chase's presence in the region

Required Qualifications

• Bachelor's degree in Finance, Business Administration, 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 in healthcare, higher education, or nonprofit sectors
• Deep knowledge of treasury products including cash management, liquidity solutions, and payment processing
• Strong understanding of regulatory requirements and compliance standards in the financial services industry
• Experience in sales and business development within the U.S. banking sector

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CTP (Certified Treasury Professional)
• Prior experience working with JP Morgan Chase or a similar large financial institution
• Familiarity with sector-specific challenges in healthcare, higher education, and nonprofits
• Bilingual skills, particularly in English and Spanish, given the New Orleans location

Required Skills

• Treasury management expertise
• Client relationship building
• Sales and negotiation
• Financial analysis and modeling
• Knowledge of banking regulations
• Strategic planning
• Communication and presentation skills
• Problem-solving and analytical thinking
• Team collaboration
• Industry knowledge in healthcare and nonprofits
• Digital banking tools proficiency
• Risk assessment
• Business development
• Adaptability to market changes
• Leadership and mentoring

Benefits

• Competitive base salary and performance-based annual bonus
• 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 opportunities through JP Morgan Chase's learning programs and tuition reimbursement
• Employee stock purchase plan and financial wellness resources
• Flexible work arrangements and wellness programs including gym memberships
• Access to global mobility programs and career advancement paths within the firm

JP Morgan Chase is an equal opportunity employer.