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 Consultant? As a Cash Management Consultant, 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 on our dynamic team, you will have the chance to utilize your skills and advance your career. You will play a key role in the business development process, acting as a reliable advisor to our Business Relationship Managers and Business Development Managers. You will collaborate with them to identify and propose suitable Cash Management products and solutions to our customers and prospects. Your role will be vital in providing an outstanding 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