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Chase · 3 weeks ago

Cash Management Solutions Officer

1111 Polaris Pkwy, Columbus, OH, 43240, US

Full-time

Onsite

Entry Level

1+ years exp

Chase is a leading financial institution, and they are seeking a Cash Management Solutions Officer. This role involves providing Cash Management solutions to branch managed customers over the phone and assisting Small Business Specialists, while also participating in various projects within Business Banking.

BankingFinancial Services

Responsibilities

Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone

Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank

Conveys a professional, knowledgeable and confident demeanor over the phone

Regarded as the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill

Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately

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

Qualification

Cash Management experienceCash Management products knowledgeBachelor’s Degree in FinanceMarketing ExpertiseBusiness AcumenRelationship BuildingTime Management

Required

One year experience in Cash Management/Treasury Services or related business experience

General knowledge of Cash Management products/solutions

Bachelor's Degree in Finance or related field

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