Senior Cash Management Strategist

JPMorgan Chase; Indianapolis (IN); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Discretionary incentive compensation

Comprehensive health benefits

Job summary

Chase is seeking a senior Cash Management Consultant to lead end-to-end cash management initiatives within Business Banking. You will partner with BRMs and BDMs to identify client needs, propose solutions, and drive adoption while managing risk and delivering superior client experiences.

The role emphasizes relationship development, strategic selling, and collaboration across cross-functional teams. Strong communication, negotiation, and presentation skills are essential to succeed.

Qualifications

• 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 new profitable Cash Management business while growing the existing portfolio.
• Serves as Trusted Advisor, recommending payments, receivables and fraud solutions within risk parameters.
• Leverages market knowledge and tools to develop business networks and prospects, while adhering to risk controls.
• Builds internal partnerships with BRMs, BDMs, AMs, MMs and cross-functional peers.
• Faces the market as the face of cash management; delivers thought leadership and hosts CPE events.
• Manages client proposals, uses RelPro/Vertical IQ and Seismic for opportunity development.
• Leads new client journey end-to-end; ensures successful Cash Management implementation and sets clear timelines and expectations.

Skills

Relationship management

Business development

Sales skills

Verbal communication

Written communication

Presentation skills

Time management

Strategic thinking

Education

Bachelor's Degree in Finance

Certified Treasury Professional

Tools

RelPro

Vertical IQ

Seismic

Proformas

Job description

Chase is seeking a senior Cash Management Consultant to lead end-to-end cash management initiatives within Business Banking. You will partner with BRMs and BDMs to identify client needs, propose solutions, and drive adoption while managing risk and delivering superior client experiences.

The role emphasizes relationship development, strategic selling, and collaboration across cross-functional teams. Strong communication, negotiation, and presentation skills are essential to succeed.