Cash Management Consultant Senior

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.

• 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;
• 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;
• Pairs 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.

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