Cash Management Solutions Advisor

JPMorganChase

Tempe (AZ)

On-site

USD 60,000 - 95,000

Full time

14 days+

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Job summary

Chase is seeking a Cash Management Solution Officer in the Business Banking team, focusing on providing Cash Management solutions to branch-managed customers and prospects over the phone. This role participates in projects for the branch managed segment and partners with Relationship Managers to grow the portfolio while adhering to risk and regulatory requirements.

The position emphasizes being a subject-matter expert on Chase Online and One Card with Rewards, onboarding new clients

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 – Ability to build relationships with clients and internal partners via the phone.
Marketing Expertise – Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
Business Acumen – Ability to understand the Cash Management business environment and align with strategic objectives.
Time Management – Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.

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.