Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Cash Management Consultant Senior

JPMorgan Chase & Co.

Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, 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.

As a Cash Management Consultant Senior in Business Banking, you will play a crucial role in the business development process, acting as a trusted advisor to Business Relationship Managers-Acquisition (BRM), Business Development Managers (BDM), their clients, and prospects. You will collaborate with BRMs and BDMs to identify, propose, and deliver suitable Cash Management products and solutions to customers and prospects. In your role, you will strive to provide an exceptional client experience while minimizing risk.

Job Responsibilities:

  • Collaborates with Business Relationship Managers-Acquisition (BRMs) and Business Development Managers (BDMs) to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio. Deliver Results – Individually and as a Team
  • Serves as Trusted Advisor through understanding the client’s needs through strategic, consultative conversations; Leverages expertise to make recommendations around payments, receivables, fraudwhile working within the risk parameters that protect the bank
  • Leverage’s knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects. Protects the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified
  • Builds collaborative internal relationships to develop and fosters partnerships with assigned BRMs, BDMs, AMs, MMs and cross functional peers
  • Acts as the face of cash management, active in their assigned market; Delivers thought leadership to the market, prospects, clients and COIs on cash flow solutions. Hosts and presents CPE events for COIs
  • Engages in a disciplined relationship development process and manages quality call activities. Leverage’s prospecting tools such as RelPro and Vertical IQ; Manages proposals for new-to-Chase by utilizing Seismic and Proformas
  • Leads new client journey end-to-end;Partners with the client to ensure a successful implementation of Cash Management products; Manages customer expectations by communicating upfront timelines and deliverables. Leverage digital tools to ensure client is versed on self-service options

Required Qualifications, Capabilities and Skills

  • Minimum 7 years’ experience in Cash Management/Treasury Services or related business experience
  • Excellent relationship management and business development/sales skills
  • Excellent/strong selling and negotiation skills
  • Excellent/strong verbal and written communication skills; Excellent/strong presentation skills
  • Maintain strong time management, organizational and planning skills
  • Strategic thinking skills

Preferred qualifications, capabilities and skills

  • Bachelor’s Degree in Finance or related field
  • Certified Treasury Professional certified, or has ability to obtain certification

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

#J-18808-Ljbffr

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Cash Management Consultant Senior in Irvine, CA vacancy
  •  ...Cash Management Consultant SeniorAre you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while... 
    Senior

    Chase

    Irvine, CA
    1 day ago
  • $100k - $112k

     ..., CA 92614 Overview Avanath Capital Management is a residential real estate investment company...  ...be a valuable addition to the team. The Senior Fund Accountant position is a high-growth...  .... The role also involves monitoring cash, supporting audits and tax preparation, liaising... 
    Senior
    For contractors
    Work at office
    Flexible hours

    Avanath-Capital,-LLC

    Irvine, CA
    4 days ago
  •  ...Engineer, Senior or Principal- Electronic Design ~ Full-time Engineer, Senior or Principal- Electronic Design Degree Masters Visa...  .... Candidate Details Years of experience not specified Management Experience Required - No Minimum Education - Master's Degree... 
    Senior
    Full time
    Work experience placement

    Direct Staffing Inc

    Irvine, CA
    1 day ago
  • $96.5k - $207.5k

     ...banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Portfolio Manager manages a portfolio through comprehensive financial analysis...  ...those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner. LOCATION -- Costa... 
    Senior

    Fifth Third Bank, National Association

    Costa Mesa, CA
    12 hours ago
  • $28.74 - $36.72 per hour

     ....97 Virginia $27.37 - $34.97 Washington $28.74 - $36.72 Washington DC $27.37 - $34.97  This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits... 
    Senior
    Remote job

    Intuit

    Irvine, CA
    2 days ago
  • $188k - $356k

    Senior Staff/Principal Engineer, Communication System DesignCategoryAlgorithm & ArchitectureLocationIrvine, CA ExperienceMore than 6 Years Work Expe.EducationDoctorateJob Description- Develop advanced algorithms for 6G modems- Implement high-level modem algorithms in C... 
    Senior
    Temporary work
    Worldwide

    MediaTek

    Irvine, CA
    4 days ago
  •  ...work hard. We play hard. We have fun. JOIN CANNON as a CIVIL SENIOR PRINCIPAL ENGINEER LAND DEVELOPMENT in IRVINE. Irvine offers...  ...engineers and designers. This role is responsible for project management, budgeting oversight, mentoring, leading, and managing talented... 
    Senior

    Cannon Corp.

    Irvine, CA
    2 days ago
  • $75k - $85k

     ...position to work remotely in California.Pathway is a leading provider of private market portfolio solutions, founded in 1991, and manages over $95 billion in assets across private equity, private credit, and infrastructure mandates. We develop and manage diversified portfolios... 
    Remote work

    Pathway Capital Management

    Irvine, CA
    2 days ago
  • $126.1k - $253k

     ...for income tax reporting requirements and income tax consulting and compliance obligations, while managing the impact tax has on their business. You’ll advise...  ...foreign headquarters and their US operations. As a Tax Senior Manager for RSM you will be responsible for the... 
    Senior
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Irvine, CA
    12 hours ago
  • Cushman & Wakefield is seeking a Senior Project Manager - Team Lead in Costa Mesa, CA. This role leads client projects with fiduciary responsibility, manages budgets and schedules, and oversees design and construction processes to deliver real estate initiatives. The position... 
    Senior

    Cushman & Wakefield

    Costa Mesa, CA
    1 hour ago
  •  ...capabilities, deep market knowledge, and meaningful client impact. As a Senior Credit Originator in Real Estate Banking (REB), you oversee and...  ...and term loans secured by real estate. You independently manage dynamic credit situations while leading effectively to optimize... 
    Senior
    Work at office

    JPMorgan Chase & Co.

    Irvine, CA
    12 hours ago
  • $146k - $194k

     ...actively contested. That is the problem you would own.ABOUT THE JOBAnduril is seeking a Senior Mass Properties Engineer for the Thunder team. In this role, you will develop, track and manage the mass properties for air vehicles to meet design and performance criteria. You... 
    Senior
    Full time
    Work experience placement
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    12 hours ago
  • $245k - $275k

     ...Senior Litigation Associate Attorney (Financial Services Litigation) - Irvine, California Position Overview Our client, a nationally...  ...strike Discovery motions Motions for summary judgment Manage and lead e-discovery efforts and fact development initiatives.... 
    Senior

    Permanent Placements LLC

    Irvine, CA
    4 days ago
  •  ...Senior Vice President, FP&A & Investor Relations About the Company Innovative aerospace company developing commercial space travel...  ...analyses, and acting as a financial business partner to top management. Applicants for the SVP position at the company should have a Bachelor... 
    Senior

    Confidential

    Tustin, CA
    3 days ago
  • $165k - $236.9k

     ...limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!The RoleReal Estate Senior Tax Managers possess a strong technical knowledge in partnership taxation and concepts specific to real estate companies. In addition to... 
    Senior
    Full time
    Work experience placement
    H1b
    Local area
    Work visa

    Andersen Tax

    Costa Mesa, CA
    12 hours ago
  • $150k - $350k

     ...seeking an experienced Cost Segregation Senior Manager/Principal to join our growing Forensic...  ...reduce tax liability, and improve client cash flow.Identifying additional tax-saving...  ...of experience in cost segregation, tax consulting, engineering-based tax services, or... 
    Senior
    Full time
    Local area

    Withum Smith+Brown

    Irvine, CA
    2 days ago
  •  ...Financial Institutions Division (FID), you’ll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,0...  ...-key approach to LTC and Insurance solutions.About the Role:A Senior Wealth Advisor is an experienced financial professional who can... 
    Senior
    Immediate start

    Columbia Bank

    Irvine, CA
    4 days ago
  •  ...individuals, partnerships, corporations, and trusts; also reviews related income tax workpapers. Supervises teams of staff accountants. Plans, organizes and implements income tax returns. Coaches Tax Accountant, Tax, Staff Accountant, Accountant, Senior, Staffing, Accounting... 
    Senior

    Regal Executive Search

    Costa Mesa, CA
    5 days ago
  • $124k - $335k

     ...& SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients through the complexities of tax compliance and strategic consulting. Within our Tax practice, you will help clients navigate the ever-evolving... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    2 days ago
  •  ...accounting firms who are interested in transitioning into wealth management and providing high-value tax planning and advisory services to...  ...estates, and business entities. This opportunity is ideal for Senior Tax Associates, Tax Managers, and Senior Tax Managers looking to... 
    Senior

    IWS, Inc.

    Irvine, CA
    3 days ago
  •  ...We work hard. We play hard. We have fun. JOIN CANNON as a CIVIL SENIOR PRINCIPAL ENGINEER to grow and shape Cannon’s Water Resource...  ...development efforts with Orange County agencies and clients; oversee and manage a diverse portfolio of wastewater, water treatment, and other... 
    Senior
    Contract work
    Remote work

    Cannon Corp.

    Irvine, CA
    12 hours ago
  • $77k - $214k

    Industry/SectorNot ApplicableSpecialismState & Local Tax (SALT)Management LevelSenior AssociateJob Description & SummaryA career in our State...  ...and progress in our careers, now and in the future.As a Senior Associate, you'll work as part of a team of problem solvers, helping... 
    Senior
    Full time
    H1b
    Local area

    PwC

    Irvine, CA
    1 day ago
  •  ...Senior Sales Executive Job Duties: Enhances staff accomplishments and competence by planning delivery of solutions; answering technical and procedural questions for less experienced team members; teaching improved processes; mentoring team members. Identifies business... 
    Senior

    TradeJobsWorkforce

    Irvine, CA
    4 days ago
  • $365k - $390k

     ...Joint Ventures Senior Associate AttorneyDirect Counsel is seeking a Joint Ventures Senior Associate to join a top-tier Am Law firm with...  ...contextExcellent drafting, analytical, and communication skillsAbility to manage substantial responsibility in a fast-paced, team-oriented... 
    Senior

    Direct Counsel

    Irvine, CA
    5 days ago
  • $158.9k - $270.1k

     ...across many customers and countries. The Senior Principal Services Architect ships real...  ...Chat, and Vertex AI Agent Builder with managed service accounts and identity federationOwn...  ..., solutions architecture, or technical consulting.5+ years of experience designing and... 
    Senior
    Full time
    Temporary work
    Worldwide

    Ingram Micro

    Irvine, CA
    12 hours ago
  •  ...Lockton is seeking an experienced Account Executive in the Employee Benefits space to lead marketing, servicing, and strategic consulting for client accounts in Irvine. You will cultivate strong relationships, present strategic benefit solutions, and coordinate with carriers... 
    Senior

    Lockton

    Irvine, CA
    4 days ago
  • BCLP is seeking a Real Estate Paralegal to join our team in Irvine. The role supports attorneys in commercial real estate, acquisitions, real estate finance, leasing, and development under supervision of the Associate Director of Paralegals and Real Estate Team Lead. Locations...
    Senior

    BCLP

    Irvine, CA
    5 days ago
  • $79k - $125k

     ...Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places...  ...helps our clients scale for growth and manage significant business transactions. We...  ...assist with Audit preparation Assist with Cash to Accrual Accounting after a transaction... 
    Senior
    Full time
    Contract work
    Work experience placement
    Local area
    Flexible hours

    Armanino

    Irvine, CA
    2 days ago
  • $130k - $156k

     ....Zayo is seeking a Principal, Sr. Sales Manager to lead a team supporting Medium and Large...  ...work on large, complex deals applying a consultative and trusted advisor approach. Location:...  ...audience and building confidence with senior decision makers Ability to travel approximately... 
    Senior
    Full time
    Work experience placement
    Local area
    Remote work

    Zayo Group

    Irvine, CA
    1 day ago
  •  ...Accenture.Partners in Performance, Part of Accenture is a global management consulting firm with a focus on human performance working alongside...  ...by sitting in a boardroom. As a Partners in Performance Senior Principal you will provide overall, on-site team leadership,... 
    Senior
    Live in
    Work at office
    Local area
    Immediate start
    Remote work

    Accenture

    Irvine, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Cash Management Consultant Senior. Be the first to apply!