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JPMorgan Cash Management Consultant Senior 
United States, New York, New York 
523554631

20.07.2024

As a Cash Management Consultant Senior – Government Not-for-Profit (GNP)

Job Responsibilities:

  • Collaborates with Business Relationship Managers, and Business Development Managers 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
  • Leverages knowledge of Not-for-Profits, K-12 Schools, cities/towns/counties, school districts and other municipal entities, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
  • Builds collaborative internal relationships to develop and foster partnerships with assigned Business Relationship Mangers, Business Development Managers, Area Managers, Market Managers and cross functional peers
  • Acts as the face of cash management and is active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents Continuing Professional Education events for Center of Influence
  • Engages in a disciplined relationship development process and manages quality call activities. Leverages prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
  • Works closely with the BRM/BDM and the proposal team to prepare responses to Government and Not-for-Profit RFPs. Leverages Product Team and Product Solutions Specialists to deliver outstanding client solutions; 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

Required Qualifications, Capabilities and Skills

  • 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
  • Bachelor’s Degree in Finance or related field
  • Certified Treasury Professional certified, or has ability to obtain certification

Preferred, qualifications, capabilities and skills

  • 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 for business results in alignment with strategic objectives
  • Time Management – Ability to establish and consistently follow a disciplined process to plan activities, manages 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
  • Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results