Cash Management Solutions Officer

Testing Site - JPMC; Columbus (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Testing Site - JPMC is seeking a Cash Management Solution Officer to identify, propose, and deliver Cash Management solutions to branch-managed customers and prospects by phone. You will support Small Business Specialists and participate in projects and pilots for the branch-managed segment.

The role emphasizes collaboration with Relationship Managers, onboarding of clients, and adherence to risk and regulatory standards while promoting Chase Cash Management products like Chase Business Online

Qualifications

• One year of experience in Cash Management or Treasury Services
• Bachelor’s degree in Finance or related field
• Ability to build client relationships via phone
• Knowledge of Cash Management products
• Strong marketing acumen to present solutions
• Solid time management and business acumen

Responsibilities

• Develop new profitable Cash Management business with Relationship Managers via phone
• Promote Cash Management solutions to clients and prospects within risk parameters
• Serve as a subject matter expert on Chase Business Online and One Card with Rewards
• Onboard clients with professionalism and skill
• Collaborate with internal partners across regions and leadership
• Communicate timelines and deliverables for implementations
• Uphold regulatory requirements and risk management

Skills

Cash Management

Treasury Services

Phone-based sales

Relationship building

Marketing expertise

Time management

Education

Bachelor's in Finance

Tools

Chase Business Online

One Card with Rewards

Job description

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solution Officer you areresponsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist. You have found the right team.

As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment

Job 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 Onlineand 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

Required qualifications, capabilities, and skills

• 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. Ability to influence those outside of direct management control.
• Marketing Expertise– Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
• Business Acumen– Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
• Time Management– Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.