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Cash Management Business Banking serves the cash flow needs of businesses with annual revenue between $500,000 and $20 million. The CM Manager is responsible for managing a team of Cash Management Consultants (CMC’s) identifying, proposing and delivering appropriate Cash Management products and solutions to customers and prospects, including Chase Business Online onboarding. The CMC Manager plays a key role in the field organization. Customers, prospects, partners and team members look to the CMC Manager as their trusted Cash Management advisor. The CM Manager demonstrates leadership with their direct reports and fostering a strong partnership with key market partner to drive results in alignment with strategic objectives. The CM Manager strives to deliver an exceptional client experience while mitigating risk and appropriately advising and directing the team.
Manages a team of CMCs who serve as trusted advisors, leveraging expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank.
Ensures CMCs are executing detailed and comprehensive Chase Business Online onboarding sessions with their new clients to deliver an exceptional experience.
Manages assigned CMCs (typically 5 – 10) to provide coaching and development on all aspects needed to achieve successful performance including; internal partner management, client prospecting and customer retention.
Provides leadership and coordination for the assigned CMC team. Monitors staff performance, provides appropriate coaching, recognition and feedback.
Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers. Actively participates in partner meetings and communicates key Cash Management messages timey and accurately.
Aligns daily activities to drive strategic business objectives.
Escalates issues and risks appropriately, and drives them to resolution
Interprets production and performance reports to adjust staffing capacity and alignments accordingly.
Thinks strategically and present suggestions to evolve the business.
Engages in a disciplined marketing process and quality call activities. Manages customer expectations by communicating upfront timelines and deliverables.
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.
Seven+ years’ experience in Cash Management/Treasury Services or related business experience
Seven + years of Cash Management/Treasury Services expert product/solution knowledge
Three + years of team/sales management experience
Bachelor’s Degree in Accounting, Business Management, Finance or related business fields
Certified Treasury Professional (CTP) certification or has ability to obtain certification
Ability to travel
Relationship Building – Ability to build strong relationships with clients and internal partners. Ability to influence those outside of direct management control. Ability to develop and build relationships with senior executives.
Marketing Expertise – Ability to direct the team to leverage expert knowledge to proactively and creatively present solutions to clients and prospects. Ability to assist with key customer and prospect calls.
Performance Measurement - Ability to manage and direct staff and deliver all facets of performance management (coaching, career mobility, reviews, action plans, etc.)
Leadership and Support – Ability to direct and guide a team of managers to accomplish objectives. Ability to provide strong leadership across a geographically dispersed team, provide business guidance and support.
Problem Solving – Ability to identify a problems root cause and drive to resolution. Ability to direct escalations and ensure follow through. Ability to identify global problems and partner with internal teams for resolution.
Business Acumen – Ability to understand the overarching Cash Management business environment both internally and externally. Ability to drive business results in alignment with strategic objectives. Ability to drive and manage process and controls.
Deliver Results – Individually (in market team lead) and as a Team
Team and People Management
Build Strong Field Partnership
Leads Team to Achieve Objectives
Drives Strategic and National Initiatives
Personally Displays and Holds Team Accountable for Strong Process Management
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