Cash Management Consultant Senior

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA seeks an experienced Cash Management Consultant Senior to identify, propose, and deliver Cash Management solutions for business clients and prospects.

You will collaborate with BRMs/BDMs to grow a profitable portfolio while delivering exceptional client experiences and managing risk. The role emphasizes trusted advisory, end-to-end client journey leadership, implementation oversight, and active market presence.

Qualifications

• 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

Responsibilities

• Collaborates with BRMs and BDMs to drive development of new profitable Cash Management business while maintaining and growing the portfolio
• Serves as Trusted Advisor through understanding client needs; makes recommendations around payments, receivables, fraud within risk parameters
• Leverages knowledge of businesses to develop network and prospects; follows risk management and regulatory requirements; escalate issues as needed
• Builds collaborative internal relationships with BRMs, BDMs, AMs, MMs and cross functional peers
• Acts as the face of cash management; delivers thought leadership; hosts and presents CPE events for COIs
• Engages in disciplined relationship development; uses prospecting tools; manages proposals for new-to-Chase
• Leads new client journey end-to-end; partners with client for successful implementation; manages expectations and timelines; promotes self-service options

Skills

Relationship management

Business development

Negotiation

Communication

Presentation

Time management

Strategic thinking

Education

Bachelor's Degree in Finance or related field

Tools

Seismic

RelPro

Vertical IQ

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

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.