Business Solutions Banker (English & Mandarin Proficiency REQUIRED)

Testing Site - JPMC; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase seeks a Business Solutions Banker to support Business Banking clients with tailored financial solutions and educational guidance. You will manage a portfolio of 225–275 high-value clients, identifying opportunities and delivering comprehensive banking services, while maintaining risk controls and profitability.

Responsibilities include conducting regular client meetings, recommending Cash Management and Credit solutions, and coordinating with service teams to ensure a seamless

Qualifications

• 3+ years in Business Banking Relationship Management or similar
• Fluency in Mandarin and English required
• Strong Zoom/phone-based and written communication skills

Responsibilities

• Deliver an outstanding experience to Chase Business Banking clients with tailored solutions
• Conduct regular, agenda-based client meetings to understand needs and growth opportunities
• Identify and promote banking solutions within risk and profitability parameters
• Manage a portfolio of 225–275 high-value business banking or Not-for-Profit clients
• Identify clients’ capital needs and opportunities up to $250,000
• Analyze client cash flow to optimize Cash Management, Card, and Payment Solutions
• Own client experience end-to-end and coordinate with service teams as needed

Skills

Mandarin

English

Client relationship management

Communication (Zoom/phone/written)

Initiative & rapport building

Passion for client experience

Core banking knowledge

MS Office

Education

Bachelor’s degree in Finance or related field

Tools

Zoom

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 role as a Business Solutions Banker is for you.

As a Business Solutions Banker in Business Banking, you will be helping to 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, and build relationships through providing financial education and innovative solutions with a focus 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 225-275 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 elevate issues that require additional assistance or resolution

Required qualifications, capabilities, and skills

• Fluency with Mandarin and English languages required
• 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; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to 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