Senior Cash Management Solutions Advisor

JPMorganChase; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase is seeking a Cash Management Solutions Officer Senior in Houston to identify, propose and deliver Cash Management products and workflows to business clients. You will onboard clients to Chase Business Online and One Card with Rewards over the phone, serving as a trusted advisor to Relationship Managers.

The role emphasizes building partnerships, onboarding clients, and promoting Cash Management solutions within risk parameters, with a focus on client success and cross-functional

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 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. 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, AMs, MMs, Divisional Directors and cross functional partners.

Skills

Cash Management

Treasury Services

Education

Bachelor's Degree in Finance or related field

Certified Treasury Professional

Job description

JPMorgan Chase is seeking a Cash Management Solutions Officer Senior in Houston to identify, propose and deliver Cash Management products and workflows to business clients. You will onboard clients to Chase Business Online and One Card with Rewards over the phone, serving as a trusted advisor to Relationship Managers.

The role emphasizes building partnerships, onboarding clients, and promoting Cash Management solutions within risk parameters, with a focus on client success and cross-functional