Business Banking Solutions Advisor

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Retirement savings plan

On-site wellness

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Business Solutions Banker to manage a portfolio of business and Not-for-Profit clients, delivering tailored banking solutions and financial education to enhance client experience.

You will conduct regular meetings to assess needs, identify growth opportunities, and collaborate with internal teams to ensure seamless service while safeguarding risk and profitability of the portfolio.

Qualifications

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role.

Responsibilities

• Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
• Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
• Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
• Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
• Understand the client’s short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
• Understand the client’s cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients’ funds and accounts protected
• Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escape issues that require additional assistance or resolution

Skills

Relationship building

Client communication

Financial education

Zoom/phone proficiency

Education

Bachelor’s degree in Finance

Tools

MS Office

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking a Business Solutions Banker to manage a portfolio of business and Not-for-Profit clients, delivering tailored banking solutions and financial education to enhance client experience.

You will conduct regular meetings to assess needs, identify growth opportunities, and collaborate with internal teams to ensure seamless service while safeguarding risk and profitability of the portfolio.