Cash Management Consultant Sr (GNP) - Business Banking

Job Description

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