Cash Management Solutions Advisor

JPMorganChase; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase is seeking a Cash Management Solution Officer to deliver Cash Management solutions to branch managed customers and prospects over the phone. The role supports the Small Business Specialist and participates in projects and pilots for the branch managed segment.

As part of Business Banking, you will work with Relationship Managers to grow the cash management portfolio, promote products, and ensure compliant, timely implementations while maintaining strong client relations across the

Qualifications

• One year experience in Cash Management/Treasury Services or related business experience.
• General knowledge of Cash Management products/solutions.
• Bachelor's Degree in Finance or related field.
• Relationship building with clients and internal partners via the phone.
• Marketing and business acumen to present solutions.

Responsibilities

• Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
• Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
• Conveys a professional, knowledgeable and confident demeanor over the phone
• Regarded as the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
• Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results

Skills

Cash Management

Relationship Building

Marketing Expertise

Business Acumen

Time Management

Communication Skills

Education

Bachelor's Degree in Finance or related field

Job description

JPMorgan Chase is seeking a Cash Management Solution Officer to deliver Cash Management solutions to branch managed customers and prospects over the phone. The role supports the Small Business Specialist and participates in projects and pilots for the branch managed segment.

As part of Business Banking, you will work with Relationship Managers to grow the cash management portfolio, promote products, and ensure compliant, timely implementations while maintaining strong client relations across the