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Cash Management Solutions Officer Senior
JPMorgan Chase Houston, TX
$97k-121k (estimate)
Full Time | Banking 2 Months Ago
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JPMorgan Chase is Hiring a Cash Management Solutions Officer Senior Near Houston, TX

Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. 

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 Solutions Officer is for you. 

As a Cash Management Solutions Officer Senior (CMSO), in Business Banking, Business Relationship Managers look to the CMSO Sr. as their trusted Cash Management Advisor to their clients. The CMSO Senior takes a key role in building and fostering partnerships in the market.

Job Responsibilities  

  • Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
  • Leverages expert 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 subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
  • Assists other CMSOs with client discussions and onboarding to build skills and share best practices.
  • Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, AMs, MMs, Divisional Directors and cross functional partners (if appropriate BSR or SBS teams). Actively participates in partner meetings and communicates key Cash Management messages timely and accurately 
  • Aligns daily activities to launch results; Engages in a disciplined relationship development process and manages quality call activities; Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products

Required Qualifications, Capabilities and Skills 

  • Minimum 3 years’ experience in Cash Management/Treasury Services or related business experience 
  • Solid Cash Management product/solution knowledge 
  • Bachelor’s Degree in Finance or related field 
  • Certified Treasury Professional certified or has ability to obtain certification 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$97k-121k (estimate)

POST DATE

03/29/2024

EXPIRATION DATE

05/28/2024

WEBSITE

jpmorganchase.com

HEADQUARTERS

MCKINNEY, TX

SIZE

>50,000

FOUNDED

1968

REVENUE

>$50B

INDUSTRY

Banking

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About JPMorgan Chase

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran. More
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