If you are responsible for identifying, proposing, and delivering appropriate Cash Management products and solutions to customers and prospects, including Chase Business Online and One Card with Rewards Onboarding over the phone, then a role as a Cash Management Consultant Senior is for you.

As a Cash Management Consultant Senior – Government Not-for-Profit (GNP) – in Business Banking, you will serve the cash flow needs of Government entities (within the Business Banking target segment) and Not-for-Profits with annual revenue up to $50 million. Cash Management Consultant Seniors are an integral part of the business development process and serve as a trusted advisor to Business Relationship Managers (BRMs), Business Development Managers (BDMs), their clients, and prospects. The Cash Management Consultant Senior is responsible for partnering with BRMs and BDMs to identify, propose, and deliver appropriate Cash Management products and solutions to customers and prospects. The Cash Management Consultant Senior strives to deliver an exceptional client experience while mitigating risk.   

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 portfolioServes 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 bankLeverages 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 Builds 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 InfluenceEngages 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 ProformasWorks 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 experienceExcellent relationship management and business development/sales skillsExcellent/strong selling and negotiation skillsExcellent/strong verbal and written communication skills; Excellent/strong presentation skillsMaintain strong time management, organizational and planning skills, Strategic thinking skillsBachelor’s Degree in Finance or related fieldCertified Treasury Professional certified, or has ability to obtain certification

Preferred qualifications, capabilities and skills

Relationship Building – Ability to build strong relationships with clients and internal partners Ability to influence those outside of direct management controlMarketing Expertise – Ability to leverage expert knowledge to proactively and creatively present solutions to clients and prospectsBusiness Acumen – Ability to understand the overarching Cash Management business environment both internally and externally. Ability for business results in alignment with strategic objectivesTime Management – Ability to establish and consistently follow a disciplined process to plan activities, manages 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

 

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.