Cash Management Consultant Senior

JPMorgan Chase & Co.; Indianapolis (IN); On-site; USD 140,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Indianapolis seeks a Senior Cash Management Consultant to help identify, propose, and deliver Cash Management solutions for business customers.

You will partner with BRMs and BDMs to expand the bank’s cash management portfolio and deliver exceptional client experiences. You will lead end-to-end client journeys, discuss payments and receivables solutions, and guide implementation while adhering to risk and regulatory requirements.

Qualifications

• 7+ years in Cash Management/Treasury Services or related business.
• Excellent relationship management and sales skills.
• Excellent verbal and written communication; strong presentation skills.
• Maintain strong time management, organizational and planning skills.

Responsibilities

• Collaborates with BRMs and BDMs to drive new profitable Cash Management business; deliver results.
• Serves as trusted advisor on payments, receivables, and risk controls within parameters.
• Leverages market knowledge to develop business networks and prospects; ensures risk compliance.
• Builds internal partnerships with AMs, MMs and cross-functional peers.
• Acts as the face of cash management; delivers market thought leadership and hosts CPE events.
• Manages prospecting tools and proposals for new-to-Chase clients; leverages Seismic/Proformas.
• Leads end-to-end client journey; ensures successful implementation and clear timelines.

Skills

Relationship management

Business development

Negotiation

Communication

Time management

Strategic thinking

Education

Bachelor's Degree in Finance

Certified Treasury Professional

Job description

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence.

As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers‑Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk.

Job Responsibilities:

• Collaborates with Business Relationship Managers‑Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results – Individually and as a Team
• Serves as Trusted Advisor through understanding the client’s needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraudwhile working within the risk parameters that protect the bank
• Leverage’s knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified
• Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers
• Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs
• Engages in a disciplined relationship development process and manages quality call activities. Leverage’s prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
• Leads new client journey end‑to‑end;Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self‑service options

Required Qualifications, Capabilities and Skills

• Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience
• Excellent relationship management and business development/sales skills
• Excellent/strong selling and negotiation skills
• Excellent/strong verbal and written communication skills; Excellent/strong presentation skills
• Maintain strong time management, organizational and planning skills
• Strategic thinking skills

Preferred qualifications, capabilities and skills

• Bachelor’s Degree in Finance or related field
• Certified Treasury Professional certified, or has ability to obtain certification