Cash Managmeent Solutions Officer

JPMorgan Chase & Co. • Columbus, OH

4h

About The Position

As a Cash Management Solution Officer, you are responsible for identifying, proposing, and delivering Cash Management solutions to branch managed customers/prospects over the phone. You also provide Cash Management assistance to the Small Business Specialist and participate in various projects and pilots results for the branch managed segment within Business Banking.

Requirements

• One year experience in Cash Management/Treasury Services or related business experience
• General knowledge of Cash Management products/solutions
• Bachelor’s Degree in Finance or related field
• 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.

Responsibilities

• Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
• Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
• Conveys a professional, knowledgeable and confident demeanor over the phone
• Regarded as the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
• Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results

Benefits

• competitive total rewards package including base salary determined based on the role, experience, skill set and location
• commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees