Cash Management Solutions Specialist

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solutions Specialist you will provide branch managed customers/prospects over the phone and providing Cash Management assistance to the Small Business Specialist, then a role as a Cash Management Solutions Specialist is for you. 

As a Cash Management Solutions Specialist in Business Banking, you will ensure branch-based business banking customers receive an exceptional client experience while mitigating risk, provide product support, and implementation, and help our branch partners with their Cash Management needs. As a Cash Management Solutions Specialist, you are an integral part of the business development process and serve as a partner to Small Business Specialist fields.

Job responsibilities

• Leverage Cash Management product knowledge to recommend and promote appropriate Cash Management solutions to branch managed clients while working within the risk parameters that protect the bank.  Leverage Chase Business Online onboarding expertise to execute against assigned client base
• Engage with clients over the phone professionally
• Ensure successful enrollment and activation for all recommended Cash Management solutions, including follow-up with clients after implementation is completed
• Build collaborative internal relationships to develop and foster trust with assigned partners
• Connect and engage with various internal teams to pilot programs to test business results. Provide feedback and respond to adjustments to pilots with optimism and flexibility. Deliver on assigned projects timely and accurately with a focus on the client
• Document, track and follow all provided processes and protocols accurately and timely
• Protect the firm by applying sound risk management protocols and adhering to policies, procedures and regulatory banking requirements

Required qualifications, capabilities, and skills

• Minimum 1 year experience in Cash Management/Treasury Services or related business experience
• General knowledge of Cash Management or banking products/solutions

Preferred qualifications, capabilities, and skills

• 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 
• Judgment and Professionalism – Ability to make sound decisions that consider and balance the needs of the customer and the bank.  Ability to display professionalism in written and oral communications, both internally and externally
• Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results