Kamis, 24 November 2016

Commercial Banking – Treasury Sales Center – Treasury Management Officer - Phoenix, AZ - JPMorgan Chase - Phoenix, AZ

Commercial Banking – Treasury Sales Center – Treasury Management Officer - Phoenix, AZ - JPMorgan Chase - Phoenix, AZ -
Commercial Banking – Treasury Sales Center – Treasury Management Officer – Phoenix, AZ – 160110824
Job Description
Commercial Banking – Treasury Management Officer
Treasury Sales Center Phoenix, AZ


Sales Center serves the decrease Center Market, shopper segments. The TS Sales Center TMO is chargeable for managing and sustaining a portfolio of shoppers, by figuring out, proposing and delivering applicable Treasury Management merchandise and options for Shoppers, Portfolio Managers, and Bankers (on choose accounts) who look to the TS Sales Center TMO to be their trusted Treasury Management advisor. The TS Sales Center TMO strives to ship an distinctive shopper expertise whereas mitigating danger.

Principal Duties and Obligations (So as of Significance)

  • Works with Portfolio Managers and Bankers to take care of the prevailing portfolio of decrease phase shoppers

  • sustaining and rising the prevailing portfolio, by way of the telephone.

  • Serves as a trusted advisor, leveraging core information to advocate and promote Treasury Management options to shoppers whereas working inside the danger parameters that shield the agency.

  • Develop account plans for choose shoppers.

  • Convey knowledgeable, educated and assured demeanor over the telephone.

  • Construct collaborative inner relationships to develop and foster partnerships with assigned Portfolio Managers, Bankers, Service and Implementation and different inner companions.

  • Actively take part in associate conferences and talk key Treasury Management messages in a well timed and

  • correct method.

  • Handle buyer expectations by speaking up entrance timelines and deliverables.

  • Work intently with Implementation colleagues to make sure clean hand-off of requests. Take part on common shopper calls with Implementation when applicable.

  • Take possession of escalating Treasury Management shopper points to the suitable companion (Service, Implementation, and so forth.) comply with up and leverage the suitable assets to champion outcomes.


  • Minimal of three – 7 years of Treasury management, sales and relationship management expertise.

  • Robust working relationship with shoppers and colleagues.

  • Bachelor’s Diploma in Finance or associated area.


  • Relationship Constructing – Construct and keep robust relationships of a portfolio of present shoppers and inner companions by way of the telephone. Affect these outdoors of direct Management management.

  • Advertising Experience – Leverage skilled information to proactively and creatively current options to shoppers and prospects.

  • Enterprise Acumen – Perceive the overarching Treasury Providers enterprise surroundings and mobilize inner networks and assets. Drive enterprise leads to alignment with strategic aims. Possess information and understanding of Treasury Providers merchandise, credit score course of, and pricing philosophy.

  • Time Management – Set up and persistently comply with a disciplined course of to plan actions, handle time and attain duties and aims.

  • Judgment and Professionalism – Make sound selections that think about and stability the wants of the client and the bank. Show professionalism in written and oral communications, each internally and externally.

  • Drive and Motivation – Reveal tenacity, focus, self-discipline and self impetus to perform outcomes.

  • Different key competencies – Use of varied PC and Web-based mostly methods to handle a shopper portfolio.

Efficiency Metrics

  • Ship Outcomes

  • Foster present shopper relationships

  • Conscious of shopper requests

  • Associate with Portfolio Managers and Bankers

  • Adhere to insurance policies and processes

  • Ship an distinctive shopper expertise

JPMorgan Chase is an equal alternative and affirmative motion employer Incapacity/Veteran.
Job Center Market
Main Location US-AZ-Phoenix-Phoenix Tower / 52113

Schedule Full-time
Job Sort Normal
Shift Day Job

Journey No
Company Model Chase


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