Cash Management Specialist Senior

About the role

As a Cash Management Specialist Senior in Business Banking, you will support Cash Management Consultants and Cash Management Solutions Officers to ensure accurate pricing, onboarding, and deal management is completed timely and accurately. This role is key to ensuring deals are completed and managed through the process to deliver on client expectations, provide an exceptional client experience while mitigating risk, offer pricing support, and handle implementation and booking of deals. You will serve as an internal partner to the Cash Management field and be an integral part of the business development process.

Responsibilities

• Creates accurate and timely Proformas (pricing) and ensures all required approvals are provided before implementation.
• Owns the Cash Management back-end processes ensuring all procedures are followed consistently and materials retained appropriately (e.g., Exception Pricing Process, CORE processes, etc.).
• Conveys a professional, knowledgeable, and confident demeanor over the phone and in person.
• Builds collaborative internal relationships to develop and foster partnerships with CMC, CMSO, BRM, IA, and other key resources.
• Prepares and takes an active role in participating in partner meetings.
• Performs accurate and timely entry into Business Central and TSDM.
• Protects the firm by applying sound risk management protocols and complying with regulatory requirements, adhering to all risk and authorities matrixes, CORE processes, and AML/KYC requirements.

Requirements

• One year of experience in Cash Management/Treasury Services or related business experience.
• General knowledge of Cash Management or banking products/solutions.

Preferred Qualifications and Skills

• 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.
• Judgment and Professionalism: Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally.
• Motivation: Ability to demonstrate tenacity, focus, and discipline to accomplish results.

About Us

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.

Benefits

• Competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

About the Team

Our Consumer & Community Banking division serves 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 partner with clients throughout the process, investing in our communities and people for the long-term. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S.