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JPMorgan Chase & Co.

Cash Management Consultant Senior

east white plains, NY

Check who can apply and the requirements below before continuing.

About this opportunity

JPMorgan Chase & Co. lists this Cash Management Consultant Senior opportunity in east white plains, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence.

As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk.

Job Responsibilities:

Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the 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, fraudwhile 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

Acts as the face of cash management, active in their assigned market; 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

Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience

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

Maintain strong time management, organizational and planning skills

Strategic thinking skills

Preferred qualifications, capabilities and skills

Bachelor’s Degree in Finance or related field

Certified Treasury Professional certified, or has ability to obtain certification

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