Cash Management Solutions Specialist
JPMorganChase, Columbus, OH, United States
Job Description
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 and prospects over the phone, and assist Small Business Specialists with Cash Management needs.
This role ensures branch‑based business banking customers receive an exceptional client experience, mitigates risk, provides product support and implementation, and helps branch partners with their Cash Management needs.
Job Responsibilities
Leverage Cash Management product knowledge to recommend and promote appropriate Cash Management solutions to branch‑managed clients while working within risk parameters that protect the bank; leverage Chase Business Online onboarding expertise to execute against the 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, respond to adjustments, and 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, and 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, and 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, and display professionalism in written and oral communications.
Motivation – Ability to demonstrate tenacity, focus, and discipline to accomplish results.
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.
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This role ensures branch‑based business banking customers receive an exceptional client experience, mitigates risk, provides product support and implementation, and helps branch partners with their Cash Management needs.
Job Responsibilities
Leverage Cash Management product knowledge to recommend and promote appropriate Cash Management solutions to branch‑managed clients while working within risk parameters that protect the bank; leverage Chase Business Online onboarding expertise to execute against the 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, respond to adjustments, and 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, and 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, and 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, and display professionalism in written and oral communications.
Motivation – Ability to demonstrate tenacity, focus, and discipline to accomplish results.
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.
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