Cash Management Solutions Pro

JPMorgan Chase & Co.; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. in Houston seeks a Cash Management Solution Officer to identify, propose, and deliver Cash Management solutions to branch managed customers and prospects by phone. You will collaborate with Business Banking teams and support pilots across the branch managed segment.

You will work with Relationship Managers to grow profitable Cash Management business, promote solutions within risk parameters, and onboard clients with professionalism.

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. 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.

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

Skills

Relationship Building

Marketing Expertise

Business Acumen

Time Management

Education

Bachelor’s Degree in Finance or related field

Job description

JPMorgan Chase & Co. in Houston seeks a Cash Management Solution Officer to identify, propose, and deliver Cash Management solutions to branch managed customers and prospects by phone. You will collaborate with Business Banking teams and support pilots across the branch managed segment.

You will work with Relationship Managers to grow profitable Cash Management business, promote solutions within risk parameters, and onboard clients with professionalism.