#210557805
ted 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.
Manages a team of 5-7 Cash Management Specialists whose role is to assist the needs of Cash Management execution team to prepare for client engagements and manage implementation deals.
Manage the client facing product specialists (PSS) whose role is to ensure complex treasury support is in being developed and implemented for the cash management team.
Manages assigned CMSs to provide coaching and development on all aspects needed to achieve successful performance including; partner management, quality of work, timeliness, and documentation.
Provides leadership and direction for the assigned CMSS team manager. Provides appropriate coaching, recognition and feedback. Builds a strong people pipeline and supports career growth and development.
Engages with inclusion and integrity with both internal and external constituents.
Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, AMs, MMs, Divisional Directors and cross functional partners (if appropriate BSR or SBS teams). Actively participates in partner meetings and communicates key Cash Management messages timely and accurately.
Interprets production and performance reports to adjust staffing capacity and alignments accordingly.
Directs/ engages in a disciplined relationship development process and drives quality call and performance activities. Protects the firm by applying sound risk management protocols and adhering to regulatory requirements.
Think strategically and present suggestions to evolve the business.
Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results. Escalates issues and risks appropriately, and drives them to resolution.
Required qualifications, capabilities, and skills
Minimum of seven years of experience in Cash Management/Treasury Services or commercial/business banking or related business experience
Minimum of five years of Cash Management expert product/solution knowledge
Bachelor's Degree in Finance or related field or equivalent work experience required
Certified Treasury Professional certified or has ability to obtain certification
Preferred qualifications, capabilities and skills
Previous leadership/management experience preferred
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.