Senior Cash Management Solutions Advisor

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH seeks a Cash Management Solutions Officer Senior to identify, propose, and deliver Cash Management products to business clients and prospects by phone, emphasizing Chase Business Online and One Card solutions.

The CMSO Senior partners with Business Relationship Managers, builds trusted advisor relationships, and leads onboarding efforts to ensure smooth implementations while staying within risk parameters and standards.

Qualifications

• Minimum 3 years’ experience in Cash Management/Treasury Services or related business experience.
• Solid Cash Management product/solution knowledge.
• Bachelor’s Degree in Finance or related field.
• Certified Treasury Professional certified or has ability to obtain certification.

Responsibilities

• Works with BRMs in developing new profitable Cash Management business via the phone.
• Recommends and promotes Cash Management solutions within risk parameters.
• Conveys a professional, knowledgeable demeanor over the phone.
• Onboards clients for Chase Business Online and One Card with Rewards with skill.
• Assists others with client discussions and onboarding to build skills.
• Builds relationships with relationship managers and cross-functional partners.

Skills

Cash Management knowledge

Relationship building

Education

Bachelor’s Degree in Finance or related field

Job description

JPMorgan Chase & Co. in Columbus, OH seeks a Cash Management Solutions Officer Senior to identify, propose, and deliver Cash Management products to business clients and prospects by phone, emphasizing Chase Business Online and One Card solutions.

The CMSO Senior partners with Business Relationship Managers, builds trusted advisor relationships, and leads onboarding efforts to ensure smooth implementations while staying within risk parameters and standards.