Treasury Management Officer - Northeast Government

Location: Washington, DC, 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 serving public sector clients through innovative treasury solutions. As a Treasury Management Officer - Northeast Government, you will play a pivotal role in our Commercial Banking division, focusing on generating new business and nurturing relationships with State and Local Governments in the Mid-Atlantic Region. Based in Washington, DC, this position offers the opportunity to leverage JP Morgan Chase's extensive resources to deliver customized cash management, liquidity, and payment services that help governments optimize their financial operations amid evolving fiscal challenges. You will report to the Regional Treasury Head and collaborate with a dynamic team dedicated to driving revenue growth while ensuring compliance with stringent public finance regulations. Your primary focus will be on prospecting and engaging with government entities, from state treasurers to local finance directors, to understand their unique needs in areas like debt management, investment advisory, and digital banking. Responsibilities include conducting in-depth financial analyses, presenting tailored proposals that highlight JP Morgan Chase's market-leading products such as JPMorgan Access® for real-time treasury visibility, and closing deals that expand our footprint in the Northeast. Success in this role requires a blend of sales expertise and deep industry knowledge, enabling you to navigate competitive RFPs and build trust in a highly regulated environment. You will also contribute to internal initiatives, sharing insights on government trends to refine our product offerings. Joining JP Morgan Chase means becoming part of a firm renowned for its stability, innovation, and commitment to community impact. We value professionals who thrive in a fast-paced, client-centric culture and offer robust support for career advancement. This role not only positions you at the intersection of finance and public service but also empowers you to contribute to economic development in the Mid-Atlantic Region through reliable, secure financial partnerships.

Key Responsibilities

• Identify and pursue new treasury management opportunities with State and Local Governments in the Mid-Atlantic Region
• Build and maintain strong, long-term relationships with key government decision-makers and financial officers
• Conduct needs assessments to recommend tailored JP Morgan Chase treasury solutions, including cash pooling, investment management, and fraud prevention tools
• Collaborate with internal teams such as product specialists and risk management to deliver comprehensive financial services
• Monitor client portfolios to ensure optimal use of treasury products and identify upsell opportunities
• Stay abreast of regulatory changes affecting government finance and advise clients accordingly
• Prepare and present business proposals, RFPs, and financial analyses to secure new business
• Represent JP Morgan Chase at industry events, government conferences, and networking forums in the Northeast
• Achieve sales targets for treasury management revenue growth in the assigned territory
• Ensure compliance with all federal, state, and JP Morgan Chase policies in client interactions

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 5 years of experience in treasury management, commercial banking, or financial services sales targeting government entities
• Proven track record in generating new business and managing client relationships in the public sector
• Deep knowledge of State and Local Government financial operations, including budgeting, cash management, and regulatory compliance
• Strong understanding of treasury products such as cash management, liquidity solutions, and payment processing
• Ability to travel within the Mid-Atlantic Region as needed
• Series 7 and 63 licenses or equivalent certifications preferred for financial advisory roles

Preferred Qualifications

• Advanced degree (MBA) or certification in public finance or treasury management (e.g., CTP - Certified Treasury Professional)
• Experience working with Northeast Government clients in the Mid-Atlantic area, including familiarity with regional economic trends
• Previous roles in relationship management at a major financial institution
• Bilingual proficiency in English and Spanish to engage diverse government stakeholders
• Demonstrated success in cross-selling JP Morgan Chase's integrated banking solutions

Required Skills

• Expertise in treasury management software and financial modeling tools
• Proficiency in Microsoft Office Suite, including advanced Excel for financial analysis
• Strong knowledge of banking regulations such as Dodd-Frank and GASB standards
• Excellent verbal and written communication for client presentations and reporting
• Relationship-building and networking skills in a B2G (business-to-government) environment
• Analytical skills to assess government financial needs and risks
• Sales acumen with experience in consultative selling of financial products
• Project management abilities to coordinate multi-stakeholder implementations
• Adaptability to navigate complex government procurement processes
• Attention to detail for compliance and accuracy in financial documentation
• Strategic thinking for long-term business development
• Customer service orientation focused on public sector needs
• Technical proficiency in payment systems like ACH, wire transfers, and SWIFT
• Negotiation skills for contract and RFP discussions
• Cultural sensitivity and ethical judgment in government dealings

Benefits

• Competitive base salary with performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced certifications
• Employee stock purchase plan and financial wellness resources
• Hybrid work flexibility and relocation assistance for qualifying roles
• Access to JP Morgan Chase's global wellness initiatives and employee assistance programs

JP Morgan Chase is an equal opportunity employer.