Cash Management Solutions Consultant

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading financial institution is seeking a Cash Management Solution Officer to provide solutions to branch managed customers. You will work over the phone to develop new business and support clients with Cash Management products. The ideal candidate will have a Bachelor’s Degree in Finance, at least one year of relevant experience, and strong relationship-building skills. This role requires effective communication and a professional demeanor, while managing expectations and ensuring successful implementations.

Qualifications

• One year experience in Cash Management/Treasury Services or related business experience.
• General knowledge of Cash Management products/solutions.

Responsibilities

• Develop new profitable Cash Management business via phone.
• Recommend and promote Cash Management solutions to clients.
• Onboard clients with professionalism and skill.
• Manage customer expectations regarding timelines and deliverables.
• Apply risk management protocols and adhere to regulatory requirements.

Skills

Relationship Building

Marketing Expertise

Business Acumen

Time Management

Education

Bachelor’s Degree in Finance or related field

Job description

A leading financial institution is seeking a Cash Management Solution Officer to provide solutions to branch managed customers. You will work over the phone to develop new business and support clients with Cash Management products. The ideal candidate will have a Bachelor’s Degree in Finance, at least one year of relevant experience, and strong relationship-building skills. This role requires effective communication and a professional demeanor, while managing expectations and ensuring successful implementations.