Description

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 Solutions Officer - Government Not-for-Profit (GNP) within Business Banking, you will play a crucial role in the business development process. You will provide Cash Management solutions to branch-managed customers and prospects over the phone, support the GNP Small Business Specialist, and assist GNP Cash Management Consultants with pricing, RFP processes, and deal management. Your expertise will help ensure timely and accurate completion of these tasks.

Job Responsibilities:

• Convey a professional, knowledgeable, and confident demeanor both over the phone and in person.
• Collaborate with GNP Business Relationship Managers to develop new profitable Cash Management business and grow the existing portfolio via phone interactions.
• Leverage core knowledge to recommend and promote Cash Management solutions to clients and prospects, while adhering to risk parameters that protect the bank.
• Serve as the subject matter expert on Chase Business Online, performing client onboarding with professionalism and skill.
• Manage customer expectations by communicating timelines and deliverables upfront, partnering with clients to ensure successful implementation of Cash Management products.
• Actively participate in partner meetings, communicating key Cash Management messages accurately and promptly.
• Create accurate and timely proformas (pricing) and ensure all required approvals are obtained before implementation.
• Support the RFP process by working with CMCs and creating proformas.
• Own the Cash Management back-end processes, ensuring consistent adherence to procedures and appropriate retention of materials (e.g., Exception Pricing Process, CORE processes).
• Build collaborative internal relationships to foster partnerships with CMC/BRM/BSB/AMs and other key resources.
• Protect the firm by applying sound risk management protocols and complying with regulatory requirements, adhering to all risk and authority matrices, CORE processes, and AML/KYC requirements.

Required Qualifications, Capabilities, and Skills:

• Minimum of one year of experience in Cash Management/Treasury Services or related business experience.
• General knowledge of Cash Management products and solutions.
• Bachelor's Degree in Finance or a related field.
• Strong relationship-building skills, with the ability to influence those outside of direct management control.
• Marketing expertise to proactively and creatively present solutions to clients and prospects.
• Business acumen to understand the Cash Management business environment and manage business results in alignment with strategic objectives.
• Excellent time management skills, with the ability to plan activities, manage time, and accomplish tasks and objectives consistently.
• Sound judgment and professionalism in decision-making and communication, both internally and externally.
• High motivation, demonstrating tenacity, focus, and discipline to achieve 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.

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, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

\n Our Consumer & Community Banking division serves our 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're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.\n
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\n Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.\n