Senior Cash Management Consultant — Government

Testing Site - JPMC; Washington (District of Columbia); On-site; USD 120,000 - 180,000; Full time

Job summary

Testing Site - JPMC is seeking a Senior Cash Management Consultant for Government Not-for-Profit clients within Business Banking. You will identify client needs, propose Chase Cash Management solutions, and lead end-to-end implementations, including Chase Business Online and One Card with Rewards onboarding over the phone.

You will partner with BRMs and BDMs to grow the portfolio, deliver trusted advisory, and ensure exceptional client experiences while expanding your network across

Qualifications

• Bachelor's degree in Finance or related field required.
• Certified Treasury Professional preferred or able to obtain certification.

Responsibilities

• Collaborates with Business Relationship Managers and Business Development Managers the development of new profitable Cash Management business while maintaining and growing the existing portfolio
• Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank
• Leverages knowledge of Not-for-Profits, K-12 Schools, cities/towns/counties, school districts and other municipal entities, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
• Builds collaborative internal relationships to develop and foster partnerships with assigned Business Relationship Mangers, Business Development Managers, Area Managers, Market Managers and cross functional peers
• Acts as the face of cash management and is active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents Continuing Professional Education events for Center of Influence
• Engages in a disciplined relationship development process and manages quality call activities. Leverages prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
• Works closely with the BRM/BDM and the proposal team to prepare responses to Government and Not-for-Profit RFPs. Leverages Product Team and Product Solutions Specialists to deliver outstanding client solutions;Leads new client journey end-to-end;Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables

Skills

Relationship management

Business development

Sales skills

Communication skills

Negotiation skills

Presentation skills

Time management

Strategic thinking

Education

Bachelor's Degree in Finance or related field

Job description

Testing Site - JPMC is seeking a Senior Cash Management Consultant for Government Not-for-Profit clients within Business Banking. You will identify client needs, propose Chase Cash Management solutions, and lead end-to-end implementations, including Chase Business Online and One Card with Rewards onboarding over the phone.

You will partner with BRMs and BDMs to grow the portfolio, deliver trusted advisory, and ensure exceptional client experiences while expanding your network across