Strategic Cash Management Solutions Specialist

Aumni; Tempe (AZ); Sur place; USD 60 000 - 85 000; Plein temps

Résumé du poste

Chase is a leading financial services firm providing Cash Management solutions to branch-based business banking clients. The Cash Management Solutions Specialist will support Small Business Specialists, ensure enrollment/activation, and help mitigate risk while delivering an excellent client experience.

Responsibilities include promoting solutions, collaborating with internal teams, and ensuring accurate implementation and follow-up with clients to measure program results.

Qualifications

• Minimum 1 year experience in Cash Management/Treasury Services or related business experience.
• General knowledge of Cash Management or banking products/solutions.
• Preferred qualifications include relationship building, marketing expertise, business acumen, time management, judgment and professionalism, and motivation.

Responsabilités

• 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 successful enrollment and activation for all recommended Cash Management solutions, including follow-up with clients after implementation
• Build collaborative internal relationships to develop and foster trust with assigned partners
• Connect and engage with various internal teams to pilot programs to test business results. Provide feedback and respond to adjustments to pilots with optimism and flexibility. Deliver on assigned projects timely and accurately with a focus on the client
• Document, track and follow all provided processes and protocols accurately and timely
• Protect the firm by applying sound risk management protocols and adhering to policies, procedures and regulatory banking requirements

Connaissances

Cash Management

Treasury Services

Banking knowledge

Description du poste

Chase is a leading financial services firm providing Cash Management solutions to branch-based business banking clients. The Cash Management Solutions Specialist will support Small Business Specialists, ensure enrollment/activation, and help mitigate risk while delivering an excellent client experience.

Responsibilities include promoting solutions, collaborating with internal teams, and ensuring accurate implementation and follow-up with clients to measure program results.