Senior Cash Management Solutions Advisor

JP Morgan Chase; East White Plains (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase in New York, NY seeks a Senior Cash Management Consultant in Business Banking to identify, propose, and deliver Cash Management solutions for business clients and prospects. You will partner with BRMs and BDMs to expand profitable cash management offerings and deliver an excellent client experience while managing risk.

The role emphasizes strategic consultations, cross-functional collaboration, and leadership in client engagements from proposal through implementation, including

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 the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results – Individually and as a Team.
• 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 diverse business types, industries, markets, financial concepts, and marketing techniques to develop business network and prospects; follows risk management protocols and adheres to regulatory requirements; escalate issues.
• Builds collaborative internal relationships to develop and foster partnerships with BRMs, BDMs, AMs, MMs and cross functional peers.
• Acts as the face of cash management; delivers thought leadership to market, prospects, clients and COIs on cash flow solutions; hosts and presents CPE events for COIs.
• Engages in a disciplined relationship development process and manages quality call activities; utilizes RelPro and Vertical IQ; manages proposals for new-to-Chase using Seismic and Proformas.
• Leads new client journey end-to-end; partners with the client to ensure successful implementation of Cash Management products; communicates timelines and deliverables; promotes self-service options.

Skills

Relationship management

Business development

Sales skills

Negotiation

Communication skills

Time management

Strategic thinking

Education

Bachelor’s Degree in Finance or related field

Certified Treasury Professional

Tools

Seismic

RelPro

Vertical IQ

Job description

JPMorgan Chase in New York, NY seeks a Senior Cash Management Consultant in Business Banking to identify, propose, and deliver Cash Management solutions for business clients and prospects. You will partner with BRMs and BDMs to expand profitable cash management offerings and deliver an excellent client experience while managing risk.

The role emphasizes strategic consultations, cross-functional collaboration, and leadership in client engagements from proposal through implementation, including