Cash Management Solutions Specialist

Cash Management Solutions Specialist focused on delivering Cash Management solutions to branch-based business banking clients via phone, overseeing enrollment and activation, coordinating with Small Business Specialist fields, and supporting implementation and risk-management processes. Responsibilities include leveraging Cash Management product knowledge, executing Chase Business Online onboarding, engaging clients professionally by phone, ensuring successful enrollment and activation, building collaborative internal relationships to support pilots and programs, delivering projects timely and accurately, documenting processes, and adhering to regulatory banking requirements. The role emphasizes client satisfaction, risk mitigation, product promotion, and partnership with internal teams to test and refine programs.