Cash Management Solutions Architect

JPMorganChase; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Bonuses & incentives

Job summary

Chase is seeking a Cash Management Solution Officer in the United States to identify, propose, and deliver Cash Management solutions to branch managed customers and prospects via phone. The role focuses on projects and pilots within the branch managed segment and requires collaboration with Relationship Managers to grow profitable Cash Management business.

The candidate should be versed in Chase Business Online and One Card with Rewards, and handle onboarding with professionalism.

Qualifications

• One year experience in Cash Management/Treasury Services or related business experience.
• Bachelor's Degree in Finance or related field.
• Relationship Building – Ability to build relationships with clients and internal partners via the phone.

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.

Education

Bachelor's Degree in Finance or related field

Tools

Chase Business Online

One Card with Rewards

Job description

Chase is seeking a Cash Management Solution Officer in the United States to identify, propose, and deliver Cash Management solutions to branch managed customers and prospects via phone. The role focuses on projects and pilots within the branch managed segment and requires collaboration with Relationship Managers to grow profitable Cash Management business.

The candidate should be versed in Chase Business Online and One Card with Rewards, and handle onboarding with professionalism.