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Cash Managmeent Solutions Officer

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About the position

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solution Officer you are 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. You have found the right team. As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment.

Responsibilities

  • Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
  • Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
  • Conveys a professional, knowledgeable and confident demeanor over the phone
  • Regarded as the subject matter expert on Chase Business Online and One Card with Rewards.
  • Performs onboarding of clients with professionalism and skill
  • Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners.
  • Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
  • Manages customer expectations by communicating upfront timelines and deliverables.
  • Partners with the client to ensure a successful implementation of Cash Management products
  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results

Requirements

  • One year experience in Cash Management/Treasury Services or related business experience
  • General knowledge of Cash Management products/solutions
  • Bachelor’s Degree in Finance or related field
  • 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.
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