Cash Management Consultant Senior - Government Not-For-Profit

Job Responsibilities

• Collaborates with Business Relationship Managers, and Business Development Managers the development of new profitable Cash Management business while maintaining and growing the existing portfolio
• 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 Not-for-Profits, K-12 Schools, cities/towns/counties, school districts and other municipal entities, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
• Buils collaborative internal relationships to develop and foster partnerships with assigned Business Relationship Mangers, Business Development Managers, Area Managers, Market Managers and cross functional peers
• Acts as the face of cash management and is active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents Continuing Professional Education events for Center of Influence
• 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
• Works closely with the BRM/BDM and the proposal team to prepare responses to Government and Not-for-Profit RFPs. Leverages Product Team and Product Solutions Specialists to deliver outstanding client solutions; 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

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
• Bachelor's Degree in Finance or related field
• Certified Treasury Professional certified, or has ability to obtain certification