You will partner with Business Banking Cash Management as the subject matter expert on solution design, pricing, and presentation delivery as part of a team effort to secure, retain, and grow receivables relationships that significantly contribute to the overall profitability for the firm.
As a Receivables Product Solution Specialist (PSS) in Business Banking, you will lead the delivery of Receivables and Connectivity solutions through best-in-class product solution that leverages connectivity and reporting capabilities of the Firm.
Job Responsibilities
- Regarded as the subject matter expert on complex Cash Management receivable product solutions
- Serves as a trusted advisor, leveraging expert knowledge, to proactively identify, create and pitch profitable receivable product solutions while working within the risk parameters that protect the bank
- Leads client receivables process reengineering recommendations, perform business case analysis for clients supporting an integrated payables solution set, and articulate the end-to-end operational and working capital benefits of our receivables products
- Scaling and integrating receivables platforms by defining the product and end-to-end delivery strategy, packaging solutions against client segments. Managing product launches and providing in depth training and support to the Cash Management team to ensure a best in-class client experience
- Possesses a strong client presentation skill set. Passionate about leading and delivering solutions to clients.
- Thinks strategically and presents recommendations for sustainable product knowledge solutions focusing on training, knowledge retention, material presentation, and development of functioning resources
- Actively participates in partner meetings and communicates key Cash Management complex payables messages timely and accurately; builds collaborative relationships with the Cash Management Product & Production teams, sales teams, and cross-functional partners
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Required qualifications, capabilities, and skills
- Minimum of 5 years of Treasury/Cash Management sales or product management/development experience, with a focus on the receivables product set
- Strong technical expertise, receivables industry knowledge, and consultative background around complex solutions
- Strong executive management presentation skills
- Laser focus in understanding and articulating customer needs and turning needs into actionable solutions and sales
- Ability to generate ideas, identify and lead the development of new business
- Demonstrates excellent selling and negotiation skills
- Strong working relationships with clients, colleagues, and cross-functional partners; Demonstrates strong time management, organizational and planning skills. Moderate travel is required to support a multi-state sales territory
Preferred qualifications, capabilities, and skills
- Relationship Building - Ability to build strong relationships with clients and internal partners. Ability to influence those outside of direct management control.
- Marketing Expertise - Ability to leverage expert 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 for business results in alignment with strategic objectives
- Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manages time and accomplish tasks and objectives
- Judgment and Professionalism - Ability to make sound decisions that consider and balance the needs of the customer and the bank. Ability to display professionalism in written and oral communications, both internally and externally
- Motivation - Ability to demonstrate tenacity, focus, and discipline to accomplish results
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, paid in the form of cash and/or forfeitable equity, 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.