Senior Cash Management Solutions Advisor

Aumni; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

On-site wellness centers

Tuition reimbursement

Financial coaching

Job summary

Chase is seeking a seasoned Cash Management Solutions Officer Senior to identify, propose, and deliver Cash Management products and solutions to customers and prospects, including Chase Business Online and One Card with Rewards onboarding over the phone.

As CMSO Senior within Business Banking, you will serve as a trusted advisor to Relationship Managers and their clients, fostering partnerships and driving profitable growth in the market.

Qualifications

• Minimum 3 years’ experience in Cash Management/Treasury Services or related business experience.
• Solid Cash Management product/solution knowledge.
• Certified Treasury Professional certification or ability to obtain certification.

Responsibilities

• Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone.
• Leverages expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank.
• Conveys a professional, knowledgeable and confident demeanor over the phone.
• Regarded as subject matter expert on Chase Business Online and One Card with Rewards onboarding. Performs onboarding of clients with professionalism and skill.
• Assists other CMSOs with client discussions and onboarding to build skills and share best practices.
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers and cross functional partners.
• Aligns daily activities to launch results; Engages in a disciplined relationship development process and manages quality call activities; Manages customer expectations by communicating upfront timelines and deliverables.

Skills

Cash Management

Treasury Services

Relationship building

Education

Bachelor’s Degree in Finance or related field

Job description

Chase is seeking a seasoned Cash Management Solutions Officer Senior to identify, propose, and deliver Cash Management products and solutions to customers and prospects, including Chase Business Online and One Card with Rewards onboarding over the phone.

As CMSO Senior within Business Banking, you will serve as a trusted advisor to Relationship Managers and their clients, fostering partnerships and driving profitable growth in the market.