Continuing Education Planner - Higher Ed. jobs in Dallas, TX

The Treasury Management Officer (TMO) is responsible for the acquisition of new business as well as the deepening and retention of assigned portfolio of existing clients within the Healthcare, Higher Education & Not-for-Profit (HHN) segment, a specialized industry vertical within J.P. Morgan’s Commercial Bank. The TMO will partner closely with Banking, Product and Industry teams to drive strategic sales initiatives for HHN non-profit entities by work closely with bankers to ensure proper alignment of strategies and credit capacity for all Treasury Services products as well as ensuring all proper risk control protocols are considered and followed in the sales process.

Job Responsibilities:

• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
• Create strategic dialogue 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 partnering 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
• Travel anticipated 50% of the time

Required Qualifications, Capabilities and Skills:

• 7 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
• Possesses strategic thinking skills and maintain a constant curiosity about the HHN sectors