Jobs · Finance · New York

Cash Management Consultant Senior

JPMorganChase · New York, NY · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with sections only if real content. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title. We need to include sections based on content. From posting: There's a job description paragraph (intro). Then "Job Responsibilities" list. Then "Required Qualifications, Capabilities And Skills". Then "Preferred Qualifications, Capabilities And Skills". Then "ABOUT US". Then "About The Team". Also mention benefits: "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... 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 Benefits content. Pay: mention base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. So we have Pay info. Schedule not mentioned. So we should not include Schedule heading. We need sections: About the role (intro paragraph), Responsibilities, Requirements (maybe combine Required Qualifications?), Qualifications (maybe Preferred?), Skills (maybe combine?), Benefits, Pay. But we must avoid thin sections. Let's think: We can have sections: About the role (intro), Responsibilities, Qualifications (cover required and preferred), Skills (maybe separate?), Benefits, Pay. But we need to follow instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "e.g." meaning those are examples; we can use those headings if we have content. We should not create sections with filler. So we need to decide which headings we actually have content for. We have content for About the role (intro paragraph). Responsibilities (list). Required Qualifications (list). Preferred Qualifications (list). Skills (maybe part of qualifications). Benefits (list). Pay (description). No Schedule. We could combine Required and Preferred into Qualifications section, and maybe Skills separate? But the instruction says we can use those headings; we can decide to have sections: About the role, Responsibilities, Qualifications, Skills, Benefits, Pay. But we also have "Required Qualifications, Capabilities And Skills" and "Preferred Qualifications, Capabilities And Skills". So we could have Qualifications (required) and maybe Skills separate? However the preferred also includes capabilities and skills. Might be redundant. Better: Have sections: About the role, Responsibilities, Qualifications (required), Preferred Qualifications (maybe as part of Qualifications?), Skills (maybe separate?), Benefits, Pay. But to avoid thin sections, we could merge required and preferred into Qualifications, and maybe have Skills as part of Qualifications as well. However the instruction says prefer a few substantive sections over many thin ones. So maybe we have: About the role, Responsibilities, Qualifications (cover required and preferred), Benefits, Pay. That's 4 sections. That seems good. We need to preserve all substantive information. So we need to include details from required and preferred qualifications inside Qualifications section. We need to format lists with
  • . For prose, use

    . We must not include boilerplate like EEO, etc. Remove those. We need to exclude duplicated lines, cookie/navigation/legal etc. Also exclude "About Us" maybe? Actually "ABOUT US" is substantive about company; could be part of About the role? But we already have About the role intro. Could we add another section "About the Company"? Not in allowed headings list. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we should not add extra headings like About Us or About The Team. We could incorporate that info into About the role or maybe omit? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we must keep the info about Chase and About The Team somewhere. If we don't have a heading for it, we could incorporate it into About the role section as prose. That's allowed: we can expand About the role to include company description. That preserves info. Thus About the role section will contain the introductory paragraphs plus the "ABOUT US" and "About The Team" content. Now Responsibilities: we need to list each duty as

  • . The responsibilities paragraph includes many sentences; we can split into list items. We need to capture all responsibilities points. Let's extract responsibilities from the text: "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, 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" "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" We need to keep each as separate list item. Some sentences have multiple ideas; we could keep as one item. Now Qualifications: Required qualifications list: - 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: - Bachelor's Degree in Finance or related field - Certified Treasury Professional certified, or has ability to obtain certification We could combine into one list with maybe marking required vs preferred? But we need preserve all info. Could separate into two subsections? But we only have Qualifications heading; we could have two
      lists with a note? Might be okay. We could do:

      Qualifications

      Required:

        ...

      Preferred:

        ...
      That preserves info. Now Benefits: list from text: - comprehensive health care coverage - on-site health and wellness centers - a retirement savings plan - backup childcare - tuition reimbursement - mental health support - financial coaching - plus more (but we keep as listed) Also mention competitive total rewards package including base salary determined based on 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 need Pay section: include base salary description and commission-based pay etc. Thus Pay section will have prose describing that. Now Benefits section will list the benefits. Now About the role section: combine intro paragraphs plus "ABOUT US" and "About The Team". Let's extract those. Intro: "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." Then "ABOUT US": "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." Then "About The Team": "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." We'll combine these into About the role section as prose paragraphs. Now ensure we don't include any boilerplate like EEO, etc. Also remove duplicated lines. Now produce HTML fragment. We'll output:

      About the role

      ... (combined paragraphs)

      Responsibilities

      • ...
      • ...

      Qualifications

      Required:

        ...

      Preferred:

        ...

      Benefits

        ...

      Pay

      ... description ...

      No Schedule. Make sure to not include any extra text. Now craft the content precisely. Let's write About the role paragraph(s). Could be multiple

      elements. We'll separate into maybe three paragraphs: intro, ABOUT US, About The Team. Now Responsibilities list items: need to capture each bullet. Let's list them clearly: 1. 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. 2. Delivers results – individually and as a team. 3. Serves as a trusted advisor through understanding the client's needs via strategic, consultative conversations; leverages expertise to make recommendations around payments, receivables, fraud while working within risk parameters that protect the bank. 4. 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. 5. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements; escalates issues as identified. 6. Builds collaborative internal relationships to develop and foster partnerships with assigned BRMs, BDMs, AMs, MMs and cross‑functional peers. 7. Acts as the face of cash management, active in their assigned market; delivers

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