Cash Management Solutions Specialist

JPMorganChase • Tempe, AZ

3d • Remote

About The Position

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.

Requirements

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

Nice To Haves

• 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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed