Cash Management Solutions Officer Senior

About the role

As a Cash Management Solutions Officer Senior within Business Banking, you will serve as a trusted Cash Management Advisor to Business Relationship Managers and their clients. You will play a key role in fostering and building partnerships within the market.

Responsibilities

• Works with Business Relationship Managers on the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
• Leverages expert 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 subject matter expert on Chase Business Online and One Card with Rewards
• Performs onboarding of clients with professionalism and skill
• Assists other CMSOs with client discussions and onboarding to build skills and share best practices
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, AMs, MMs, Divisional Directors and cross functional partners
• Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
• Aligns daily activities to launch results; engages in a disciplined relationship development process and manages quality call activities
• Manages customer expectations by communicating upfront timelines and deliverables
• Partners with the client to ensure a successful implementation of Cash Management products

Requirements

• Minimum 3 years’ experience in Cash Management/Treasury Services or related business experience
• Solid Cash Management product/solution knowledge
• Bachelor’s Degree in Finance or related field
• Certified Treasury Professional certified or has ability to obtain certification