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Cash Management Client Specialist/COAT - Business Banking

Req #: 180027559
Location: Columbus, OH, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
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 demeanor 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

  • 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
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