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Cash Management Solutions Officer
Retail & Commercial Banking
Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? 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 have found the right team.
As a Cash Management Solution Officer within Business Banking, you are responsible for participating in various projects and pilots results for the branch managed segment
Job 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.