Cash Management Solutions Officer

Cash Management Solutions Officer

Join to apply for the Cash Management Solutions Officer role at JPMorgan Chase.

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 assisting the Small Business Specialist.

• Works with Business Relationship Managers to develop 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.

• 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.

Not Applicable

Full-time

Finance and Sales

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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal‑opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute,…