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Commercial Bank (Corporate Client Banking & Specialized Industries) Treasury Management Officer Technology Segment - San Francisco

Req #: 170103455
Location: San Francisco, CA, US
Job Category: Relationship Management/Sales
Job Description:

Commercial Bank (Corporate Client Banking & Specialized Industries)

Treasury Management Officer

Technology Segment

As a Technology Sector Treasury Management Officer, you will drive new Treasury Revenue from Technology clients in the following sub-sectors: Software, Systems, Semiconductors, Internet & Digital media, and Technology Services.   The Corporate Client Banking and Specialized Industries Technology Group focuses on U.S. based technology companies which require traditional banking services, are users of investment banking products, and typically have public or private valuations greater than $750 million and significant international sales and operations.


You will work closely with an established team of technology bankers in San Francisco, New York and Dallas and international product specialists to identify, develop and ensure proper alignment of strategies and credit capacity for all Treasury Services products and solutions across domestic and international cash management, trade, liquidity, commercial card, foreign exchange and merchant capabilities


The core responsibilities of this position include:

  • Working in partnership with Technology bankers and international product specialists to develop new profitable business from prospective clients; developing strategic account plans and executing them
  • Deepening and growing existing client relationships through ownership of the end-to-end process (sales, execution and ongoing client management)
  • Developing and managing client dialogue; understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Treasury Services via appropriate solution(s)
  • Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services
  • Promoting sales through frequent client meetings and consultative discussions covering client specific working capital and balance sheet optimization analysis, industry/peer best practices, new products, market and industry developments
  • Managing proposal writing and the entire sales process
  • Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
  • Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
Key Objectives/Responsibilities:
  • Engage JP Morgan Treasury Services sales, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
  • Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
  • Build template-driven business case quantification for clients in support of JP Morgan solutions
  • Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
  • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc.
  • Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services

  • Direct background selling domestic and international Treasury Solutions to Technology clients of similar scale and scope
  • Strong understanding of the unique requirements of companies within various sub-sectors of the Technology Industry
  • Minimum of 5 years of cash management, sales and relationship management experience
  • Knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
  • B.A./B.S
  • Track record and capabilities to foster strong working relationships with clients and colleagues
  • Ability to generate ideas, identify and drive the development of new business
  • Possesses strategic thinking skills coupled with ability to mobilize internal and external networks and resources
  • Demonstrates excellent/strong
    • Consultative selling and negotiation skills
    • Verbal and written communication skills
    • Time management, organizational and planning skills

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