Cash Management Solutions Manager - JPMorgan Chase
Tempe, AZ
About the Job
Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks.
Cash Management Business Banking serves the cash flow needs of businesses with annual revenue between $500,000 and $20 million. As a Cash Management (CM) Solutions Manager within Business Banking you are responsible for managing teams that impact the client experience in multiple ways: client engagement, identifies and delivers appropriate Cash Management products and solutions to customers and prospects, and implements cash management solutions. The CM Solutions Manager plays a key role in the field organization, displaying strong partnership with Market and Area Managers. The CM Solutions Manager strives to deliver an exceptional client experience while mitigating risk and appropriately guiding the team.
Job Responsibilities
+ Manage the CMSO team. The CMSO is a specialist who serves as trusted advisor, leveraging expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank.
+ Manages a team of Cash Management Solutions Officers whose role is to assist the needs of Cash Management execution team to prepare for client engagements and manage implementation deals.
+ Engages with inclusion and integrity with both internal and external constituents.
+ Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, AMs, MMs, Divisional Directors and cross functional partners (if appropriate BSR or SBS teams). Actively participates in partner meetings and communicates key Cash Management messages timely and accurately.
+ Interprets production and performance reports to adjust staffing capacity and alignments accordingly.
+ Directs/ engages in a disciplined relationship development process and drives quality call and performance activities. Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
+ Think strategically and present suggestions to evolve the business.
+ Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results. Escalates issues and risks appropriately, and drives them to resolution.
Required qualifications, capabilities, and skills
+ Minimum of seven years of experience in Cash Management/Treasury Services or commercial/business banking or related business experience
+ Minimum of five years of Cash Management expert product/solution knowledge
+ Bachelor's Degree in Finance or related field or equivalent work experience required
+ Certified Treasury Professional certified or has ability to obtain certification
Preferred qualifications, capabilities and skills
+ Previous leadership/management experience preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Cash Management Business Banking serves the cash flow needs of businesses with annual revenue between $500,000 and $20 million. As a Cash Management (CM) Solutions Manager within Business Banking you are responsible for managing teams that impact the client experience in multiple ways: client engagement, identifies and delivers appropriate Cash Management products and solutions to customers and prospects, and implements cash management solutions. The CM Solutions Manager plays a key role in the field organization, displaying strong partnership with Market and Area Managers. The CM Solutions Manager strives to deliver an exceptional client experience while mitigating risk and appropriately guiding the team.
Job Responsibilities
+ Manage the CMSO team. The CMSO is a specialist who serves as trusted advisor, leveraging expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank.
+ Manages a team of Cash Management Solutions Officers whose role is to assist the needs of Cash Management execution team to prepare for client engagements and manage implementation deals.
+ Engages with inclusion and integrity with both internal and external constituents.
+ Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, AMs, MMs, Divisional Directors and cross functional partners (if appropriate BSR or SBS teams). Actively participates in partner meetings and communicates key Cash Management messages timely and accurately.
+ Interprets production and performance reports to adjust staffing capacity and alignments accordingly.
+ Directs/ engages in a disciplined relationship development process and drives quality call and performance activities. Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
+ Think strategically and present suggestions to evolve the business.
+ Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results. Escalates issues and risks appropriately, and drives them to resolution.
Required qualifications, capabilities, and skills
+ Minimum of seven years of experience in Cash Management/Treasury Services or commercial/business banking or related business experience
+ Minimum of five years of Cash Management expert product/solution knowledge
+ Bachelor's Degree in Finance or related field or equivalent work experience required
+ Certified Treasury Professional certified or has ability to obtain certification
Preferred qualifications, capabilities and skills
+ Previous leadership/management experience preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Source : JPMorgan Chase
