Business Banking/Cash Management SolSpecialist

Posted Feb 4

Full Job Description

Position Summary:

Cash Management Business Banking serves the cash flow needs of businesses with annual revenue between $500,000 and $20 million. The Cash Management Solution Specialist (CMSS) is responsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist. The Cash Management Solution Specialist is also responsible for participating in various projects and pilots to drive results for the branch managed segment

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
  • 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.
  • Leverage Chase Business Online onboarding expertise to execute against assigned client base
  • 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

Required qualifications, capabilities and skills:

  • Client service skills including phone queue handling
  • General knowledge of Cash Management/Treasury and/or financial services products/solutions
  • Bachelor's Degree in Finance or related field preferred

Job Responsibilities:

  • Relationship Building - Ability to build relationships with clients and internal partners via the phone.
  • 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 product suite and business environment both internally and externally.
  • 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.
  • Drive and Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results.

Performance Metrics:

  • Business Results
  • Clients/Customer/Stakeholder
  • Teamwork/Leadership
  • Risk, Controls and Compliance

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