About the role
structured by ORIJoin the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions?
What you will do
- Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results – Individually and as a Team
- Serves 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 bank
- Leverage’s knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and co
- Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers
- Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs
What they are looking for
- Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience
- Excellent relationship management and business development/sales skills
- Excellent/strong selling and negotiation skills
- Excellent/strong verbal and written communication skills; Excellent/strong presentation skills
- Maintain strong time management, organizational and planning skills
- Strategic thinking skills
Nice to have
- Bachelor’s Degree in Finance or related field
- Certified Treasury Professional certified, or has ability to obtain certification
Full posting text
Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks.
Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence.
As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk.
Job Responsibilities:
Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results – Individually and as a Team
Serves 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 bank
Leverage’s knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified
Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers
Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs
Engages in a disciplined relationship development process and manages quality call activities. Leverage’s prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
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. Leverage digital tools to ensure client is versed on self-service options
Required Qualifications, Capabilities and Skills
Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience
Excellent relationship management and business development/sales skills
Excellent/strong selling and negotiation skills
Excellent/strong verbal and written communication skills; Excellent/strong presentation skills
Maintain strong time management, organizational and planning skills
Strategic thinking skills
Preferred qualifications, capabilities and skills
Bachelor’s Degree in Finance or related field
Certified Treasury Professional certified, or has ability to obtain certification