Cash Management Solutions Officer
On-siteTempe, Arizona, United States
Job Summary
Conduct daily Cash Management solution calls to branch-managed customers and prospects, delivering onboarding for Chase Business Online and One Card with Rewards while maintaining and growing existing portfolios. Recommend and promote tailored solutions over the phone, adhering to risk parameters and regulatory requirements, and proactively manage escalated client issues. Partner with Business Relationship Managers, Area Managers, and cross-functional teams to develop profitable business, foster internal relationships, and ensure successful product implementation through clear timeline communication. Apply sound risk management protocols and champion results by leveraging appropriate resources for complex client needs.
Required Qualifications
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.