Cash Management Consultant Senior

If you are responsible for identifying, proposing, and delivering appropriate Cash Management products and solutions to customers and prospects, including Chase Business Online and One Card with Rewards Onboarding over the phone, then a role as a Cash Management Consultant Senior is for you.

As a Cash Management Consultant Senior - Government Not-for-Profit (GNP) - in Business Banking, you will serve the cash flow needs of Government entities (within the Business Banking target segment) and Not-for-Profits with annual revenue up to $50 million.

Cash Management Consultant Seniors are an integral part of the business development process and serve as a trusted advisor to Business Relationship Managers (BRMs), Business Development Managers (BDMs), their clients, and prospects.

The Cash Management Consultant Senior is responsible for partnering with BRMs and BDMs to identify, propose, and deliver appropriate Cash Management products and solutions to customers and prospects.

The Cash Management Consultant Senior strives to deliver an exceptional client experience while mitigating risk.

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 upfro...