Senior Cash Management Strategist

Next Frontier Capital; West Harrison (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Chase is seeking an experienced Cash Management professional to drive new profitable business while expanding the existing portfolio. You will act as a trusted advisor on payments, receivables, and fraud, leveraging insights to advise clients within risk controls and regulatory guidelines.

You will build strong internal partnerships, lead market-facing efforts, and manage end-to-end client journeys from prospecting to implementation of cash management solutions.

Qualifications

• Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience.
• Excellent relationship management and business development/sales skills.
• Excellent selling and negotiation abilities.
• Strong verbal and written communication and presentation skills.
• Strong time management and organizational skills.
• Strategic thinking capabilities.

Responsibilities

• Collaborates with BRMs and BDMs to drive development of new profitable Cash Management business and grow existing portfolio.
• Serves as Trusted Advisor on payments, receivables, and fraud within risk parameters.
• Leverages market knowledge to develop business networks and prospects using Chase resources.
• Builds internal partnerships with BRMs, BDMs, AMs, MMs and cross-functional peers.
• Faces the market, delivering thought leadership on cash flow solutions and hosting CPE events.
• Manages prospecting tools and proposals for new-to-Chase, using Seismic and Proformas.
• Leads end-to-end client journey; ensures successful implementation of Cash Management products.

Skills

Relationship management

Sales skills

Negotiation

Verbal communication

Written communication

Time management

Strategic thinking

Education

Bachelor's Degree in Finance

Certified Treasury Professional (CTP) preferred

Tools

Seismic

RelPro

Vertical IQ

Job description

Chase is seeking an experienced Cash Management professional to drive new profitable business while expanding the existing portfolio. You will act as a trusted advisor on payments, receivables, and fraud, leveraging insights to advise clients within risk controls and regulatory guidelines.

You will build strong internal partnerships, lead market-facing efforts, and manage end-to-end client journeys from prospecting to implementation of cash management solutions.