Calvin W.
Vice President, Treasury Management Officer - Commercial Term Lending @JPMorganChase
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WORK HISTORY
Vice President, Treasury Management Officer - Commercial Term Lending @JPMorganChase
New York, NY, US
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
EDUCATION
Queens College
Business/Managerial Economics
Cornell University
Certificate, Commercial Real Estate
ABOUT CALVIN W.
I am a Treasury Management Officer at JPMorgan Chase, where I provide guidance and support to our Commercial Real Estate clients in managing their cash and liquidity, optimizing their working capital, and mitigating risks associated with cash flow management. With over thirteen years of experience in the banking and financial services industry, I have developed a deep understanding of the financial landscape and market trends, and I am committed to delivering innovative and customized solutions that meet our clients\' unique needs.Drawing on my skills and expertise in cash management, liquidity management, and risk management, I work closely with our clients to design and implement tailored strategies that help them maximize efficiency, minimize costs, and enhance their overall financial performance. Whether it\'s through innovative payment and collection solutions, automated cash management systems, or advanced reporting and analytics tools,Contact me to learn more: https://digital.jpmorgan.com/calvin-wong/
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