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Houston, TX | Full Time
$70k-94k (estimate)
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Cash Management Solutions Officer
JPMorgan Chase Houston, TX
$70k-94k (estimate)
Full Time | Banking 2 Months Ago
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JPMorgan Chase is Hiring a Cash Management Solutions Officer Near Houston, TX

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

 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 the Cash Management Solution Officer you are responsible for participating in various projects and pilots results for the branch managed segment.

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 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

Required qualifications, capabilities, and skills

  • 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. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$70k-94k (estimate)

POST DATE

03/30/2024

EXPIRATION DATE

05/29/2024

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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