Jobs · Finance · California

Cash Management Consultant Senior

JPMorganChase · Sacramento, CA · 1 mo ago
On-siteFinanceFull-time
We need to produce HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the job description. Content: - Opening paragraph: "Are you a dynamic professional..." This is about the role. Could be "About the role". We'll put that in

. - Then description: "As a Cash Management Consultant Senior..." etc. That's also about role. - Then "Job Responsibilities" heading in original. We'll create

Responsibilities

and list bullet points. - Then "Required Qualifications, Capabilities And Skills" heading. We'll need to split into Qualifications and Skills maybe. The instruction: Use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have "Required Qualifications, Capabilities And Skills" includes Minimum 7 years' experience..., Excellent relationship management..., etc. That's qualifications and skills. We could separate: Qualifications (minimum experience, maybe degree) and Skills (relationship management, selling, negotiation, communication, presentation, time management, strategic thinking). Also "Preferred Qualifications, Capabilities And Skills" includes Bachelor's Degree..., Certified Treasury Professional..., Federal Deposit Insurance Act (that's a requirement). Actually that line: "Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries." That's a requirement/qualification (legal). We'll include under Qualifications. Then "About Us" section: description of Chase, mission, benefits, total rewards package, benefits list. That's Benefits (maybe also Pay). We have "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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." Thus we have Pay info (base salary, commission-based pay, discretionary incentive compensation). Benefits list. We also have "Additional details about total compensation and benefits will be provided during the hiring process." That's generic; we might not include as it's vague. We have EEO boilerplate etc to remove. We have "About The Team" describing Consumer & Community Banking division. That could be "About the role" or maybe "About the team". Not in allowed headings; we could incorporate into About the role or maybe drop as not needed? The instruction: Prefer a few substantive sections over many thin ones. We could include About the role (covering initial paragraphs and maybe About Us). But we have separate About Us and About The Team. Could combine into About the role? However we must not invent sections; we can include About the role (the initial description) and maybe About Us as part of Benefits? Actually About Us is about company, not benefits. Could be part of About the role? Might be okay to include as part of About the role (since it's about the company). But we have separate headings allowed: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put company description under About the role (makes sense). Or we could create a separate section like "About the company" but not allowed. So we incorporate into About the role. Thus sections: - About the role: combine opening paragraphs and About Us and About The Team? Might be too much but okay. - Responsibilities: list bullet points from Job Responsibilities. - Requirements: maybe we don't have a separate "Requirements" heading besides Qualifications/Skills. Could combine Required Qualifications etc into Qualifications and Skills. The instruction includes Requirements as a possible heading; we could use it for legal requirement (Federal Deposit Insurance Act) or maybe for minimum experience? But we have Qualifications and Skills separate. We could put "Requirements" for the minimum 7 years' experience and maybe the FDIC Act. But we also have Preferred Qualifications. Might be better to follow the headings: Qualifications (minimum experience, degree, certification) and Skills (relationship management, selling, negotiation, communication, presentation, time management, strategic thinking). Requirements could be used for the FDIC Act/contingent on background check. But we can also put that under Qualifications. Given we must not create sections with filler. We need to decide. Let's map: - About the role: initial description + About Us + About The Team (company overview). Provide

paragraphs. - Responsibilities:

  • each bullet. - Qualifications: Minimum 7 years' experience in Cash Management/Treasury Services or related business experience; Bachelor's Degree in Finance or related field (preferred but we can note as preferred? Actually it's under Preferred Qualifications. But we could still list as qualification? The instruction: preserve all substantive info; we can note it's preferred. We'll include under Qualifications maybe with note "Preferred: Bachelor's Degree...". Also Certified Treasury Professional certified, or ability to obtain certification (preferred). Also Federal Deposit Insurance Act requirement (contingent on background check). We'll include that. - Skills: 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. - Benefits: 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. - Pay: competitive total rewards package including base salary determined based on role, experience, skill set and location; eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity. - Schedule: not mentioned; we should not create Schedule section. Thus we have sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. We must not include Requirements if we don't have specific content; we can omit. Now we need to output only HTML fragment, no /, no markdown. We'll produce:

    About the role

    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.

    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. Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

    Then Responsibilities:

    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.
    • Delivers 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.
    • Leverages 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; escalates issues as identified.
    • Builds collaborative internal relationships to develop and foster 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; leverages 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.
    • Leverages digital tools to ensure client is versed on self‑service options.
    Qualifications:

    Qualifications

    • Minimum 7 years' experience in Cash Management/Treasury Services or related business experience.
    • Preferred: Bachelor's Degree in Finance or related field.
    • Preferred: Certified Treasury Professional certification, or ability to obtain certification.
    • Position is subject to Section 19 of the Federal Deposit Insurance Act; employment offer contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
    Skills:

    Skills

    • 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.
    Benefits:

    Benefits

    • Comprehensive health care coverage.
    • On‑site health and wellness centers.
    • Retirement savings plan.
    • Backup childcare.
    • Tuition reimbursement.
    • Mental health support.
    • Financial coaching.
    Pay:

    Pay

    • Competitive total rewards package including base salary determined based on the role, experience, skill set and location.
    • Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity.
    We should not include Schedule. Check for any repeated content: we have captured all substantive info. We removed boilerplate:

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