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Treasury Management Officer - Middle Market Banking
JPMorgan Chase, Toronto, Ontario, Canada
 Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Middle Market Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.Job Responsibilities Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships. Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and 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, and professional media platforms. Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships Required Qualifications, Capabilities and Skills 6+ years of cash management, sales and relationship management experience Success developing new business with focus on prospecting utilizing strong selling and negotiation skills Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy Excellent verbal and written communication skills Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization Strong time management, organizational and planning skills Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Preferred Qualifications, Capabilities and Skills Bachelor's degree Certified Treasury Professional designation Strong creative solution and problem-solving abilities About usJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamCommercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.Middle Market Banking & Specialized Industries (MMBSI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.Salary: . Date posted: 04/10/2024 10:31 PM
Documentation Service Officer - Analyst (12 month fixed term contract)
JPMorgan Chase, Sydney, Any
When someone joins JPMorgan Chase, they should know this is the place where they belong. Join the team that is driving the service delivery and control framework for one of the world's most innovative banks. As a dynamic and driven professional, you will play a pivotal role in the team where you will have an opportunity to elevate your career to the next level. As the Documentation Service Officer - Analyst, you will be supporting the Client Service team located in Sydney, Australia. In your new role, you will be accountable to provide world class service experience to local, regional and global clients from Financial Institutions and Corporate segment.Job responsibilities Be the first point of contact for the clients and offshore branches for documentary matters. Manage client documentation requests, including but not limited to account maintenance, Electronic Payment Signatory set ups, addition and removal for signatories. Obtain knowledge of Company documentation including Board Resolutions, Certificate of Incumbency, Company Extracts. Interpret Global documentation requirements and action accordingly. Build strong relationship with clients, understand their documentary needs and support clients for their projects. Partner with local and regional stakeholders in executing strategy that supports the business objectives. Maintain a strong discipline in case management, logging, tracking and reporting of all client requests in a timely manner. Adhere to all internal and external Service Level Agreements (SLAs) maintained internally and with clients. Collaborate and partner with Product, Operations, Technology, Compliance, Sales and Implementation teams to drive the broader franchisee agenda. Required qualifications, capabilities, and skills Effective problem solving skills and should be able to comprehend client's needs and respond in timely manner. Demonstrate sound negotiation skills with internal and external clients to ensure all deliverables are completed swiftly. Hands on experience in documentary/Know your Client (KYC)/client service management in a financial institution or similar. Good knowledge of Banking documentation and products, including domestic and cross border payments. A track record of managing and building client relationships and internal partners. Influencing, negotiation and presentation skills. Excellent process and analytical skills, eye for details with the ability to work in a complex, matrixed environment. Demonstrated ability to work collaboratively and develop partnerships across diverse teams.About usJ.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.About the TeamThe Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.Salary: . Date posted: 04/12/2024 10:27 PM