Treasury Management Officer - Healthcare Services - Vice President

Location: Nashville, TN, United States

Job Family: Relationship Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong commitment to empowering businesses through innovative treasury solutions. As a Treasury Management Officer - Healthcare Services - Vice President in our Nashville, TN office, you will join a dynamic team dedicated to serving over 20,000 middle market clients nationwide. In this relationship sales role, you will focus on the healthcare sector, helping providers like hospitals, clinics, and specialty practices optimize their cash flow, manage liquidity, and streamline payments in a complex regulatory environment. Your expertise will drive client success by delivering customized solutions from JP Morgan's robust suite of treasury products, contributing to the firm's position as a trusted partner in financial services. Key to this position is your ability to build and nurture long-term relationships with healthcare executives and financial leaders. You will conduct in-depth needs assessments, present tailored treasury strategies, and collaborate with cross-functional teams to implement solutions that enhance operational efficiency and mitigate financial risks. With travel across the region, you will identify growth opportunities, upsell additional services such as commercial lending or investment management, and ensure compliance with industry standards like HIPAA. This role demands a proactive approach to prospecting new business while maintaining high retention rates among existing clients, all while aligning with JP Morgan Chase's core values of integrity and client-centric innovation. We seek a seasoned professional passionate about the intersection of finance and healthcare, ready to leverage JP Morgan's global resources to make a tangible impact. In addition to competitive compensation, you will benefit from our world-class professional development programs, fostering your growth within one of the most prestigious institutions in the industry. Join us in Nashville to shape the future of treasury management for healthcare services and advance your career at JP Morgan Chase.

Key Responsibilities

• Develop and maintain relationships with middle market healthcare clients to provide tailored treasury management solutions
• Prospect and acquire new clients within the healthcare services sector across the Nashville region and surrounding areas
• Analyze client financial needs and recommend JP Morgan Chase treasury products such as ACH payments, wire transfers, and liquidity management tools
• Collaborate with internal teams including product specialists and credit analysts to deliver comprehensive financial solutions
• Conduct client meetings, presentations, and financial reviews to ensure ongoing satisfaction and growth opportunities
• Monitor industry trends in healthcare finance and adapt strategies to support over 20,000 middle market clients nationwide
• Drive revenue growth by identifying cross-sell opportunities for additional JP Morgan services like lending and investment advisory
• Ensure compliance with all regulatory standards and internal policies in treasury operations
• Prepare and present performance reports to senior management on client portfolio and sales targets
• Mentor junior team members and contribute to team development initiatives

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7 years of experience in treasury management, commercial banking, or financial services sales
• Proven track record in managing relationships with middle market clients, particularly in the healthcare sector
• Strong understanding of treasury products including cash management, liquidity solutions, and payment processing
• Excellent communication and negotiation skills with the ability to build long-term client partnerships
• Ability to travel up to 50% within the assigned territory
• Series 7 and 63 licenses or willingness to obtain them

Preferred Qualifications

• Advanced degree (MBA) in Finance or related discipline
• Experience working with healthcare providers such as hospitals, clinics, and pharmaceutical companies
• Familiarity with regulatory requirements in the healthcare industry, including HIPAA and Medicare compliance
• Prior leadership experience in a sales or relationship management role at a major financial institution
• Proficiency in CRM systems like Salesforce and treasury management software

Required Skills

• Treasury management expertise
• Client relationship building
• Sales and negotiation proficiency
• Financial analysis and modeling
• Knowledge of healthcare industry regulations
• Strategic planning and execution
• Presentation and public speaking
• CRM software proficiency (e.g., Salesforce)
• Risk assessment and compliance awareness
• Team collaboration and leadership
• Problem-solving and decision-making
• Time management and prioritization
• Data analysis using Excel or similar tools
• Adaptability to market changes
• Customer service orientation

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 access to financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements including hybrid options in Nashville

JP Morgan Chase is an equal opportunity employer.