Strategic Cash Management Advisor

JPMorgan Chase & Co.

Tempe (AZ)

On-site

USD 55,000 - 75,000

Full time

3 days ago

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Job summary

JPMorgan Chase & Co. in Tempe is seeking a Cash Management Solutions Specialist to support branch-based business banking clients with Cash Management solutions over the phone, while partnering with Small Business Specialists to deliver value.

You will assist with onboarding, enrollment, activation, and ongoing client support within risk-management and regulatory requirements. The role emphasizes relationship-building with clients and internal partners, attention to process, and the ability to

Qualifications

Minimum 1 year experience in Cash Management/Treasury Services or related business experience.
General knowledge of Cash Management or banking products/solutions.

Responsibilities

Leverage Cash Management product knowledge to recommend and promote appropriate Cash Management solutions to branch managed clients while working within the risk parameters that protect the bank.
Engage with clients over the phone professionally.
Ensure enrollment and activation for all recommended Cash Management solutions, including follow-up after implementation.
Build collaborative internal relationships with assigned partners.
Connect with internal teams to pilot programs and test results; provide feedback and adjust as needed.
Deliver projects on time with a client-focused approach.
Document, track, and follow all processes and protocols accurately and timely; adhere to risk and regulatory requirements.