Cash Management Consultant Senior - Business Banking
Company: JPMorgan Chase Bank, N.A.
Location: Austin
Posted on: May 25, 2023
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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
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