Cash Management Solutions Officer Senior

 Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solutions Officer Senior 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 Solutions Officer is for you.

As a Cash Management Solutions Officer Senior (CMSO) within Business Banking, you will serve as a trusted Cash Management Advisor to Business Relationship Managers and their clients. You will play a key role in fostering and building partnerships within the market.

Job Responsibilities 

• Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone 


• Leverages expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank


• Conveys a professional, knowledgeable and confident demeanor over the phone 


• Regarded as subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill 


• Assists other CMSOs with client discussions and onboarding to build skills and share best practices. 


• 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


• Aligns daily activities to launch results; Engages in a disciplined relationship development process and manages quality call activities; Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products

Required Qualifications, Capabilities and Skills

• Minimum 3 years’ experience in Cash Management/Treasury Services or related business experience


• Solid Cash Management product/solution knowledge


• Bachelor’s Degree in Finance or related field


• Certified Treasury Professional certified or has ability to obtain certification