JPMorgan Chase Cash Management Client Specialist -Tempe AZ in Tempe, Arizona

Cash Management Business Banking serves the cash flow needs of businesses with annual revenue between $500,000 and $20 million. The Cash Management Client Specialist is responsible for working with their assigned Business Relationship Managers (BRM’s) and Cash Management partners to help onboard appropriate Chase Online products and solutions to new or current customers over the phone.

  • Works with BRM’s and the Cash Management team to successfully onboard new clients and expand existing clients onto Chase Online for Business over the phone

  • Reaches out to new clients proactively to set up appointment for onboarding and training

  • Exhibits strong customer service skills, presenting products and services while proactively educating clients during the onboarding process

  • Works closely with Business Banking’s largest clients in the Government Non Profit space assisting with board member changes to make for a seamless transition for the client

  • Regarded in the markets as the subject matter expert on Chase Online Onboarding

  • Builds collaborative internal relationships to develop and foster partnerships, develops a solid reputation with the market resulting in increased referrals.

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

  • Aligns daily activities to accomplish strategic business priorities

  • Protects the firm by applying sound risk management protocols and adhering to regulatory requirements

  • Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results

  • Actively participates in partner meetings and communicates key messages timely and accurately

Experience / Knowledge:

  • One year experience in Treasury Services or related business experience

  • General knowledge of Cash Management products/solutions

  • General knowledge of Chase for Business; online platform

  • Bachelor’s Degree in Finance or related field preferred

  • Competencies

  • Customer Service / Relationship Building – Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control.

  • Business Acumen – Ability to understand the overarching Cash Management business environment both internally and externally.

  • Time Management – Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.

  • Judgment and Professionalism – Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally.

  • Drive and Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results.

  • Bilingual Spanish a plus

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.