Chase · 1 month ago
Cash Management Consultant Senior
9900 Katy Fwy, Houston, TX, 77055, US
Full-time
Onsite
Senior Level
7+ years expChase 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, collaborating with Business Relationship Managers and Business Development Managers to deliver suitable Cash Management products and solutions to customers and prospects while ensuring an exceptional client experience.
BankingFinancial 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. Deliver Results – Individually and as a Team
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
Company data provided by crunchbase