Senior Cash Management Consultant - Payments and Advisory

JPMorgan Chase & Co.; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Irvine, CA seeks an experienced Cash Management Consultant Senior to identify, propose, and deliver Cash Management solutions for business clients and prospects.

You will collaborate with BRMs/BDMs to grow a profitable portfolio while delivering exceptional client experiences and managing risk. The role emphasizes trusted advisory, end-to-end client journey leadership, implementation oversight, and active market presence.

Qualifications

• Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience
• Excellent relationship management and business development/sales skills
• Excellent/strong selling and negotiation skills
• Excellent/strong verbal and written communication skills; Excellent/strong presentation skills
• Maintain strong time management, organizational and planning skills
• Strategic thinking skills

Responsibilities

• Collaborates with BRMs and BDMs to drive development of new profitable Cash Management business while maintaining and growing the portfolio
• Serves as Trusted Advisor through understanding client needs; makes recommendations around payments, receivables, fraud within risk parameters
• Leverages knowledge of businesses to develop network and prospects; follows risk management and regulatory requirements; escalate issues as needed
• Builds collaborative internal relationships with BRMs, BDMs, AMs, MMs and cross functional peers
• Acts as the face of cash management; delivers thought leadership; hosts and presents CPE events for COIs
• Engages in disciplined relationship development; uses prospecting tools; manages proposals for new-to-Chase
• Leads new client journey end-to-end; partners with client for successful implementation; manages expectations and timelines; promotes self-service options

Skills

Relationship management

Business development

Negotiation

Communication

Presentation

Time management

Strategic thinking

Education

Bachelor's Degree in Finance or related field

Tools

Seismic

RelPro

Vertical IQ

Job description

JPMorgan Chase & Co. in Irvine, CA seeks an experienced Cash Management Consultant Senior to identify, propose, and deliver Cash Management solutions for business clients and prospects.

You will collaborate with BRMs/BDMs to grow a profitable portfolio while delivering exceptional client experiences and managing risk. The role emphasizes trusted advisory, end-to-end client journey leadership, implementation oversight, and active market presence.