Cash Management Solutions Specialist - JPMorgan Chase
Columbus, OH
About the Job
Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solutions Specialist you will provide branch managed customers/prospects over the phone and providing Cash Management assistance to the Small Business Specialist, then a role as a Cash Management Solutions Specialist is for you.
As a Cash Management Solutions Specialist in Business Banking, you will ensure branch-based business banking customers receive an exceptional client experience while mitigating risk, provide product support, and implementation, and help our branch partners with their Cash Management needs. As a Cash Management Solutions Specialist, you are an integral part of the business development process and serve as a partner to Small Business Specialist fields.
Job 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. 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 is completed
+ 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
Required qualifications, capabilities, and skills
+ Minimum 1 year experience in Cash Management/Treasury Services or related business experience
+ General knowledge of Cash Management or banking products/solutions
Preferred qualifications, capabilities, and skills
+ Relationship Building - Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control
+ Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects
+ Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives
+ Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
+ Judgment and Professionalism - Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally
+ Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results
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
As a Cash Management Solutions Specialist in Business Banking, you will ensure branch-based business banking customers receive an exceptional client experience while mitigating risk, provide product support, and implementation, and help our branch partners with their Cash Management needs. As a Cash Management Solutions Specialist, you are an integral part of the business development process and serve as a partner to Small Business Specialist fields.
Job 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. 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 is completed
+ 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
Required qualifications, capabilities, and skills
+ Minimum 1 year experience in Cash Management/Treasury Services or related business experience
+ General knowledge of Cash Management or banking products/solutions
Preferred qualifications, capabilities, and skills
+ Relationship Building - Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control
+ Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects
+ Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives
+ Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
+ Judgment and Professionalism - Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally
+ Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results
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