Cash Management Solutions Specialist: Drive Banking Growth

JPMorgan Chase; Tempe (AZ); On-site; USD 60,000 - 85,000; Full time

Job summary

JPMorgan Chase is seeking a Cash Management Solutions Specialist in Business Banking to support branch-based clients by delivering Cash Management solutions over the phone and assisting Small Business Specialists. You will help with onboarding, enrollment, and activation, while collaborating with internal teams to pilot programs and deliver timely project results.

The role emphasizes risk-aware service, product knowledge, and proactive client engagement to drive successful Cash Management

Qualifications

• Minimum 1 year experience in Cash Management/Treasury Services or related business experience.
• General knowledge of Cash Management or banking products/solutions.

Responsibilities

• Leverage Cash Management product knowledge to recommend and promote appropriate Cash Management solutions to branch managed clients while working within the risk parameters that protect the bank.
• Leverage Chase Business Online onboarding expertise to execute against assigned client base
• Engage with clients over the phone professionally
• Ensure successful enrollment and activation for all recommended Cash Management solutions, including follow-up with clients after implementation
• Build collaborative internal relationships to develop and foster trust with assigned partners
• Connect and engage with various internal teams to pilot programs to test business results. Provide feedback and respond to adjustments to pilots with optimism and flexibility. Deliver on assigned projects timely and accurately with a focus on the client
• Document, track and follow all provided processes and protocols accurately and timely
• Protect the firm by applying sound risk management protocols and adhering to policies, procedures and regulatory banking requirements

Skills

Cash Management

Relationship Building

Marketing Skills

Business Acumen

Time Management

Judgment

Motivation

Job description

JPMorgan Chase is seeking a Cash Management Solutions Specialist in Business Banking to support branch-based clients by delivering Cash Management solutions over the phone and assisting Small Business Specialists. You will help with onboarding, enrollment, and activation, while collaborating with internal teams to pilot programs and deliver timely project results.

The role emphasizes risk-aware service, product knowledge, and proactive client engagement to drive successful Cash Management