Strategic Cash Management Solutions Specialist

JPMorganChase; Tempe (AZ); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Chase is seeking a Cash Management Solutions Specialist to support branch-managed business customers by identifying and delivering cash management solutions and providing assistance to the Small Business Specialist. You will engage by phone and help ensure smooth enrollment and activation of solutions.

In this role you will collaborate with cross-functional teams, maintain risk controls, and strive to deliver an exceptional client experience while supporting branch partners with cash management

Qualifikationen

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

Aufgaben

• 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. Leverage Chase Business Online onboarding expertise to execute against assigned client base
• 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

Jobbeschreibung

Chase is seeking a Cash Management Solutions Specialist to support branch-managed business customers by identifying and delivering cash management solutions and providing assistance to the Small Business Specialist. You will engage by phone and help ensure smooth enrollment and activation of solutions.

In this role you will collaborate with cross-functional teams, maintain risk controls, and strive to deliver an exceptional client experience while supporting branch partners with cash management