Cash Management Solutions Officer

About the role

As a Cash Management Solution Officer, you are responsible for providing Cash Management solutions to branch managed customers/prospects over the phone and for providing Cash Management assistance to the Small Business Specialist. You will participate in various projects and pilots results for the branch managed segment.

Responsibilities

• Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
• Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
• Conveys a professional, knowledgeable and confident demeanor over the phone
• Regarded as the subject matter expert on Chase Business Online and One Card with Rewards
• Performs onboarding of clients with professionalism and skill
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners
• Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
• Manages customer expectations by communicating upfront timelines and deliverables
• Partners with the client to ensure a successful implementation of Cash Management products
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
• Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results

Required Qualifications, Capabilities, and Skills

• One year experience in Cash Management/Treasury Services or related business experience
• General knowledge of Cash Management products/solutions
• Bachelor's Degree in Finance or related field
• Relationship Building – Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control.
• Marketing Expertise – Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
• Business Acumen – Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
• Time Management – Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.