Cash Management Consultant Senior

Next Frontier Capital; West Harrison (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Chase is seeking an experienced Cash Management professional to drive new profitable business while expanding the existing portfolio. You will act as a trusted advisor on payments, receivables, and fraud, leveraging insights to advise clients within risk controls and regulatory guidelines.

You will build strong internal partnerships, lead market-facing efforts, and manage end-to-end client journeys from prospecting to implementation of cash management solutions.

Qualifications

• Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience.
• Excellent relationship management and business development/sales skills.
• Excellent selling and negotiation abilities.
• Strong verbal and written communication and presentation skills.
• Strong time management and organizational skills.
• Strategic thinking capabilities.

Responsibilities

• Collaborates with BRMs and BDMs to drive development of new profitable Cash Management business and grow existing portfolio.
• Serves as Trusted Advisor on payments, receivables, and fraud within risk parameters.
• Leverages market knowledge to develop business networks and prospects using Chase resources.
• Builds internal partnerships with BRMs, BDMs, AMs, MMs and cross-functional peers.
• Faces the market, delivering thought leadership on cash flow solutions and hosting CPE events.
• Manages prospecting tools and proposals for new-to-Chase, using Seismic and Proformas.
• Leads end-to-end client journey; ensures successful implementation of Cash Management products.

Skills

Relationship management

Sales skills

Negotiation

Verbal communication

Written communication

Time management

Strategic thinking

Education

Bachelor's Degree in Finance

Certified Treasury Professional (CTP) preferred

Tools

Seismic

RelPro

Vertical IQ

Job description

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, fraud while 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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks.