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Cash Management Consultant Sr (GNP) - Business Banking - Westerville, OH #7082062

Company: JPMorgan Chase

Date: 12/03/2019

Category: Banking

City: Westerville, OH


Management Business Banking serves the cash flow needs of businesses with
annual revenue between $500,000 and $20 million. The Cash Management Consultant Senior (CMC
Sr) is responsible for identifying, proposing and delivering appropriate Cash
Management products and solutions to customers and prospects. Customers and prospects as well as Business
Relationship Managers (BRMs) look to the CMC Senior to be their trusted Cash
Management advisor. The CMC Senior
strives to deliver an exceptional client experience while mitigating risk.


Works with
Business Relationship Managers to drive the development of new profitable Cash
Management business while maintaining and growing the existing portfolio

Serves as a
trusted advisor, leveraging expert knowledge, to recommend and promote Cash
Management solutions to clients and prospects while working within the risk
parameters that protect the bank

Regarded as
the subject matter expert on Chase Business Online and performs onboarding of
clients with professionalism and skill

other CMCs with advanced onboarding issues

collaborative internal relationships to develop and foster partnerships with
assigned relationship managers

participates in partner meetings and communicates key Cash Management messages
timey and accurately

Aligns daily
activities to drive strategic business objectives

Engages in a
disciplined relationship development process and manages quality call

customer expectations by communicating upfront timelines and deliverables

with the client to ensure a successful implementation of Cash Management

Protects the
firm by applying sound risk management protocols and adhering to regulatory

ownership of escalated Cash Management client issues and leverages the
appropriate resources to champion results

Assists as a
resource and advisor for new Cash Management Consultants

Seven years’ experience in Cash Management/Treasury Services or related business

Seven years of Cash Management expert product/solution knowledge

Degree in Finance or related field

Treasury Professional certified or has ability to obtain certification


Building – Ability to build strong relationships with clients and internal
partners. Ability to influence those outside of direct management control.

Expertise – Ability to leverage expert knowledge to proactively and creatively
present solutions to clients and prospects

Acumen – Ability to understand the overarching Cash Management business
environment both internally and externally. Ability to drive business results
in alignment with strategic objectives

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

Drive and
Motivation - Ability to demonstrate tenacity, focus, and discipline to
accomplish results



existing client relationships

Prospect for
new relationships

Partner with
the field organization

Manage risk

Adhere to
policies and processes

Deliver an
exceptional client experience

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

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