Not-for-Profit Client Solutions Advisor

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 85,000 - 105,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ seeks an Not-for-Profit Business Solutions Banker to support NFP clients with tailored financial solutions and proactive education.

You will manage relationships, assess capital needs up to 250,000 dollars, and partner with service teams to ensure a superior client experience. Strong relationship-building skills, experience with Not-for-Profit clients, and proficiency in MS Office and Zoom are required for success in this role.

Qualifications

• Minimum 3 years 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.

Responsibilities

• Deliver an outstanding experience to Chase Business Banking NFP 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 NFP 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

Skills

Relationship management

Communication skills

Proactive problem solving

Virtual relationship-building

Education

Bachelor’s degree in Finance or related field

Experience with Not-for-Profit clients

Tools

Microsoft Office

Zoom

Screen sharing tools

Job description

JPMorgan Chase & Co. in Tempe, AZ seeks an Not-for-Profit Business Solutions Banker to support NFP clients with tailored financial solutions and proactive education.

You will manage relationships, assess capital needs up to 250,000 dollars, and partner with service teams to ensure a superior client experience. Strong relationship-building skills, experience with Not-for-Profit clients, and proficiency in MS Office and Zoom are required for success in this role.