Cash Management Solutions Officer jobs in United States
cer-icon
Apply on Employer Site
company-logo

JPMorganChase · 1 day ago

Cash Management Solutions Officer

JPMorganChase is a leading financial services firm that helps households and small businesses achieve their financial goals. The Cash Management Solutions Officer is responsible for providing cash management solutions to branch managed customers and assisting small business specialists, while managing customer expectations and fostering internal relationships.

Asset ManagementBankingFinancial Services
check
Growth Opportunities
check
H1B Sponsor Likelynote

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

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

company-logo
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.

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 Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

leader-logo
Allison Beer
CEO of Card Services and Connected Commerce
linkedin
leader-logo
Dan Mendelson
CEO, Morgan Health
linkedin
Company data provided by crunchbase