Cash Management Consultant Senior - Business Banking

Company: JPMorgan Chase Bank, N.A.
Location: Austin
Posted on: May 25, 2023

Job Description:

You are responsible for identifying appropriate Cash Management products and solutions to customers and prospects. A role as a Senior Cash Management Consultant (Sr CMC) is for you.


As a Sr CMC you are an integral part of the business development process and serve as a trusted advisor to Business Relationship Managers-Acquisition (BRM) and Business Development Managers (BDM), their clients and prospects. You will partner with BRMs and BDMs to identify , propos e and deliver appropriate Cash Management products and solutions to customers and prospects. The Sr CMC strives to deliver an exceptional client experience while mitigating risk.


Job Responsibilities:


Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results - Individually and as a Team

Serves as Trusted Advisor through understanding the client's needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank.

Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified.

Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers.

Sr CMC is active in their assigned market and acts as the face of cash management; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs.

Engages in a disciplined relationship development process and manages quality call activities. Leverage's prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas.

Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options.


Required Qualifications, Capabilities and Skills


Seven + years' experience in Cash Management/Treasury Services or related business experience, Certified Treasury Professional certified or has ability to obtain certification

Excellent relationship management and business development/sales skills

Excellent/strong selling and negotiation skills

Excellent/strong verbal and written communication skills; Excellent/strong presentation skills

Strong time management, organizational and planning skills

Strategic thinking skills

Bachelor's Degree in Finance or related field


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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.


The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.


As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.


We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.


Equal Opportunity Employer/Disability/Veterans

Keywords: JPMorgan Chase Bank, N.A., Austin , Cash Management Consultant Senior - Business Banking, Executive , Austin, Texas