Jobs · Finance · California

Cash Management Consultant Senior

JPMorganChase · Los Angeles, California, United States · 1 mo ago
On-siteFinanceFull-time
We need to output HTML fragment with headings

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

. - Then "As a Cash Management Consultant Senior in Business Banking, you will play a crucial role..." 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. That includes Minimum 7 years' experience ... etc. Also "Preferred Qualifications, Capabilities And Skills". We need to decide sections: Requirements, Qualifications, Skills. The instruction says use headings for Requirements, Qualifications, Skills. We need to split content accordingly. We have required qualifications: 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; Federal Deposit Insurance Act (this is a note about Section 19). Actually "Federal Deposit Insurance Act" is a statement about position subject to Section 19; not a qualification but maybe part of requirements? It says "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/condition. Could be placed under Requirements or Qualifications. Probably under Requirements. We also have "About Us" and "About The Team" sections. Those could be "About the role"? Actually "About Us" is company description; could be part of "About the role"? But we have only sections defined: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. "About Us" maybe fits under About the role? Or we could omit if not specific? The instruction: include a section ONLY when the posting has real, specific content for it. So we can include About the role with the intro paragraphs. The "About Us" and "About The Team" could be considered part of About the role? Might be better to put them under About the role as well, but we need to avoid filler. They are substantive. So we can include them in About the role. Benefits: The posting mentions "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." That's benefits and also mentions pay. So we can have Benefits section with bullet list of benefits. Pay: we have mention of base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's specific enough for Pay section. Schedule: not mentioned. So we omit Schedule. We must not include sections with filler like "commensurate with experience". We have actual content. Now structure:

About the role

... combine intro paragraphs and About Us and About The Team? Might be long but okay. Better to separate: About the role (intro), About Us (maybe not a defined heading). Since we don't have a heading for About Us, we could incorporate into About the role. Thus About the role paragraph(s) will include: "Are you a dynamic professional..." etc, plus description of role, plus About Us and About The Team description. Then Responsibilities

Responsibilities

with
  • items. Then Requirements

    Requirements

    with bullet list of required qualifications (minimum 7 years experience, relationship management, selling, negotiation, communication, presentation, time management, strategic thinking, plus Section 19 condition). Could also include "Federal Deposit Insurance Act" as a requirement. Then Qualifications

    Qualifications

    with bullet list of preferred qualifications: Bachelor's Degree in Finance or related field; Certified Treasury Professional certified, or ability to obtain certification. Then Skills

    Skills

    maybe we could combine some skills but we already listed many under Requirements. However we need to follow instruction: use headings for Skills. We could list skills like relationship management, selling, negotiation, communication, presentation, time management, organizational, planning, strategic thinking. But those are already in Requirements. Might duplicate. Perhaps we should separate: Requirements = minimum years experience; Qualifications = education/certification; Skills = the soft skills. Let's do that. Thus: Requirements: Minimum 7 years' experience in Cash Management/Treasury Services or related business experience. Qualifications: Bachelor's Degree in Finance or related field; Certified Treasury Professional certified, or ability to obtain certification. 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. Plus the Section 19 condition maybe under Requirements or as a separate note. Could add to Requirements as a bullet: Subject to Section 19 of the Federal Deposit Insurance Act; employment offer contingent on review of criminal conviction history. Now Benefits

    Benefits

    with bullet list: comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, etc. Pay

    Pay

    with paragraph: 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 cash and/or forfeitable equity. We must not include Schedule. Now ensure we don't repeat job title as heading. We are not. Now produce HTML fragment. Let's craft the About the role paragraph(s). Combine: "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 and About The Team: "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. 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. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans. 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." That's a lot but okay. Now Responsibilities bullet list: need to extract each responsibility sentence. Original responsibilities list: - 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 them as list items. Some have typos (Leverage's). We'll keep as is. Now Requirements bullet list: Minimum 7 years' experience in Cash Management/Treasury Services or related business experience; Subject to Section 19 of the Federal Deposit Insurance Act; employment offer contingent on review of criminal conviction history (including pretrial diversions or program entries). Could be two bullets. Qualifications bullet list: Bachelor's Degree in Finance or related field; Certified Treasury Professional certified, or ability to obtain certification. Skills bullet list: Excellent relationship management and business development/sales

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