Cash Management Solutions Manager

Posted 7 Days Ago
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Columbus, OH
Hybrid
3-5 Years Experience
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Manage teams impacting client experience by delivering cash management products and solutions, implementing solutions, and mitigating risk. Provide leadership, coaching, and development for team members. Build strong partnerships and drive business evolution. Champion results for escalated client issues.
Summary Generated by Built In

Job Description
Cash Management Business Banking serves the cash flow needs of businesses with annual revenue between $500,000 and $20 million. As a Cash Management (CM) Solutions Manager within Business Banking you are responsible for managing teams that impact the client experience in multiple ways: client engagement, identifies and delivers appropriate Cash Management products and solutions to customers and prospects, and implements cash management solutions. The CM Solutions Manager plays a key role in the field organization, displaying strong partnership with Market and Area Managers. The CM Solutions Manager strives to deliver an exceptional client experience while mitigating risk and appropriately guiding the team.
Job Responsibilities

  • Manages a Cash Management Solutions Specialist (CMSS) manager, who is responsible for the CMSS team. The CMSS is a specialist who serves as trusted 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.

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
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Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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