Cash Management Specialist Senior

JPMorgan Chase & Co. • Columbus, OH

28d

About The Position

As a Cash Management Specialist Senior in Business Banking  you are responsible
for supporting the Cash Management Consultants and Cash Management Solutions
Officers to ensure accurate pricing, onboarding and deal management is completed
timely and accurately. A role as a Cash Management Specialist is for you.

The Cash Management Specialist Senior is key to ensuring deals are completed and
managed through the process to deliver on client expectations, strive to deliver
an exceptional client experience while mitigating risk, provide pricing support,
implementation and booking of deals.

As a Cash Management Specialist within Business Banking, you are an integral
part of the business development process and serve as an internal partner to the
Cash Management field.

Requirements

• One 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

• Creates accurate and timely Proformas (pricing) and ensures all required approvals are provided before implementation.
• Owns the Cash Management back end processes ensuring all procedures are followed consistently and materials retained appropriately. (i.e.:  Exception Pricing Process, CORE processes, etc.)
• Conveys a professional, knowledgeable and confident demeanor over the phone and in person.
• Builds collaborative internal relationships to develop and foster partnerships with CMC/CMSO/BRM/IA and other key resources
• Prepares and takes an active role in participating in in partner meetings
• Performs accurate and timely entry into Business Central and TSDM
• Protects the firm by applying sound risk management protocols and complying with regulatory requirements adhering to all risk and authorities matrixes, CORE processes and AML/KYC requirements.

Benefits

• 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, paid in the form of cash and/or forfeitable equity, 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.

What This Job Offers

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