Overview In this role you help identify and deliver cash management solutions for small business clients, acting as a trusted advisor to BRMs and BDMs. You'll drive new profitable cash management opportunities while managing risk and delivering an excellent client experience. You will lead end-to-end client journeys, showcase thought leadership in cash flow strategies, and collaborate across departments to implement solutions. This is a high-impact, client-facing opportunity within a dynamic team.
Compensation / Benefits- comprehensive health care coverage
- retirement savings plan
- on-site health and wellness centers
- backup childcare
- tuition reimbursement
- mental health support
Responsibilities- Collaborate with BRMs and BDMs to grow profitable cash management business while expanding the existing portfolio
- Act as trusted advisor to understand client needs and recommend payments, receivables, and fraud solutions within risk parameters
- Leverage market knowledge and Chase resources to develop the business network and identify prospects
- Adhere to risk management protocols and regulatory requirements; escalate issues as needed
- Build internal partnerships across BRMs, BDMs, AMs, MMs and cross-functional peers
- Represent cash management in the market; deliver market thought leadership and host CPE events for COIs
- Manage disciplined client relationship development and quality call activities
- Utilize prospecting tools (RelPro, Vertical IQ); manage proposals using Seismic and Proformas
- Lead new client journey end-to-end and coordinate successful Cash Management implementations
- Set clear client expectations on timelines and deliverables; promote self-service tools
Key requirements- Minimum 7 years' experience in Cash Management/Treasury Services or related field
- Excellent relationship management and business development/sales skills
- Strong selling and negotiation skills
- Strong verbal and written communication and presentation skills
- Strong time management, organizational and planning skills
- Strategic thinking ability
- Relationship management
- Communication
- Negotiation
- RelPro
- Vertical IQ
- Seismic
