Business Solutions Banker

JPMorganChase; Tempe (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorganChase in Tempe, Arizona is looking for a Business Solutions Banker to support business clients with financial solutions and education. In this role, you'll manage a portfolio of high-value clients, focusing on enhancing their banking experience through tailored solutions.

The ideal candidate will have at least 3 years of experience in business banking, demonstrate strong communication and relationship-building skills, and be proficient in MS Office tools. Join a team dedicated to providing exceptional service and support.

Qualifications

• Minimum 3 years’ experience in a Business Banking Relationship Management role.
• Strong communication skills in Zoom/phone/outside interactions.
• Ability to build and maintain relationships in a fast-paced environment.

Responsibilities

• Deliver comprehensive business banking solutions tailored to clients' needs.
• Conduct regular meetings to identify banking needs.
• Manage a portfolio of 250 business banking clients and ensure satisfaction.

Skills

Business Banking Relationship Management

Client relationship building

Communication skills

Problem-solving

Knowledge of banking products

Proficiency with MS Office

Education

Bachelor’s degree in Finance or related field

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Job description

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a Business Solutions Banker role may be a fit for you.

As a Business Solutions Banker in Business Banking, you will help improve the lives of our clients and the well‑being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, building relationships through providing financial education and innovative solutions focusing on client experience.

Job 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; 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 elevate issues that require additional assistance or resolution.

Required Qualifications, Capabilities, and Skills

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role, or related business experience.
• Maintain strong Zoom/phone‑based and written communication skills with individuals at all levels internally and externally.
• Ability to proactively build relationships with clients and internal partners, and influence others in a fast‑paced environment to achieve desired outcomes.
• Ability to take initiative and develop rapport to build and maintain client relationships virtually; identify opportunities and issues by asking targeted questions to assess current client needs and goals; and assess and recommend viable and appropriate solutions for the client.
• General knowledge of core business products and services including deposit, lending, and cash management.
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance or related field, or equivalent work experience.

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.