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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

Position
Summary:


Cash
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.


Responsibilities:


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


Assists
other CMCs with advanced onboarding issues


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


Actively
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
activities


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


Assists as a
resource and advisor for new Cash Management Consultants


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


Seven years of Cash Management expert product/solution knowledge


Bachelor’s
Degree in Finance or related field


Certified
Treasury Professional certified or has ability to obtain certification


Competencies:


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


Marketing
Expertise – Ability to leverage expert 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 drive 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


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


Performance
Metrics:


Deliver
Results


Foster
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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