JPMorganChase · 4 hours ago
Cash Management Consultant Senior
Houston, TX
Full-time
Onsite
Senior Level
7+ years expJPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Cash Management Consultant Senior within the Business Banking team, you will act as a trusted advisor to clients and prospects, collaborating with Business Relationship Managers and Development Managers to deliver suitable Cash Management products and solutions.
Asset ManagementBankingFinancial Services
Responsibilities
Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio
Serves as Trusted Advisor through understanding the client’s needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraud while working within the risk parameters that protect the bank
Leverage’s knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Escalate issues as identified
Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers
Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions
Hosts and presents CPE events for COIs
Engages in a disciplined relationship development process and manages quality call activities
Leverage’s prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
Leads new client journey end-to-end; Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables
Leverage digital tools to ensure client is versed on self-service options
Qualification
Required
Minimum 7 years' experience in Cash Management/Treasury Services or related business experience
Excellent relationship management and business development/sales skills
Excellent/strong selling and negotiation skills
Excellent/strong verbal and written communication skills; Excellent/strong presentation skills
Maintain strong time management, organizational and planning skills
Strategic thinking skills
Preferred
Bachelor's Degree in Finance or related field
Certified Treasury Professional certified, or has ability to obtain certification
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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