Cash Management Officer jobs in Gilbert, AZ

Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. 

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solutions Officer, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and prospects. Join us and be a part of a vibrant team committed to delivering excellence.

• 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 core 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 the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
• Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products
• 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

• Minimum 1 year experience in Cash Management/Treasury Services or related business experience
• General knowledge of Cash Management products/solutions
• Relationship Building – Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control.
• Marketing Expertise – Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
• Business Acumen – Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
• Time Management – Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives. 

Preferred qualifications, capabilities and skills

• Bachelor’s Degree in Finance or related field