NFP Banking Solutions Advisor

TwinThread; Tempe (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread in Tempe, Arizona is seeking a Not-for-Profit Business Solutions Banker to enhance client experience and efficiency. You will manage a portfolio of NFP clients, delivering tailored financial solutions through proactive relationship building and communication.

The ideal candidate has a minimum of 3 years’ experience in business banking and strong skills in written and verbal communication. A competitive salary and comprehensive benefits package are offered, along with opportunities for commission-based pay.

Qualifications

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role.
• Maintain strong Zoom/phone‑based and written communication skills.
• Ability to take initiative and build client relationships in a virtual environment.

Responsibilities

• Deliver outstanding experience to Chase Business Banking NFP clients.
• Plan and conduct meetings with clients to understand their needs.
• Manage a portfolio of 250 high-value NFP clients.

Job description

TwinThread in Tempe, Arizona is seeking a Not-for-Profit Business Solutions Banker to enhance client experience and efficiency. You will manage a portfolio of NFP clients, delivering tailored financial solutions through proactive relationship building and communication.

The ideal candidate has a minimum of 3 years’ experience in business banking and strong skills in written and verbal communication. A competitive salary and comprehensive benefits package are offered, along with opportunities for commission-based pay.