Remote Business Banking Solutions Advisor

JPMorganChase; Tempe (AZ); On-site; USD 85,000 - 115,000; Full time

Job summary

JPMorgan Chase in Tempe, AZ is seeking a Business Solutions Banker to support business clients with tailored financial solutions, education and advice. You will manage a portfolio and build relationships to ensure a seamless client experience.

Plan regular meetings, identify capital and cash-management needs, and promote lending and payment solutions within risk parameters. Collaboration with internal teams will be key to helping clients grow and run their businesses efficiently.

Qualifications

• Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role.
• Strong Zoom/phone-based and written communication skills.
• Ability to proactively build relationships with clients and internal partners in a fast-paced environment.

Responsibilities

• Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to client needs.
• Plan and conduct regular, agenda-based meetings via Zoom/phone to understand needs and growth opportunities.
• Identify and promote solutions within risk parameters to ensure profitability of the portfolio.
• Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients.
• Understand client capital needs to identify credit opportunities up to $250,000.
• Understand cash flow to identify Cash Management, Card, and Payment Solutions to streamline processing.
• Own client experience end-to-end and coordinate with service teams to resolve issues.

Skills

Relationship management

Communication skills

Client engagement

Virtual meetings

MS Office

Education

Bachelor's degree in Finance

Tools

Zoom

Outlook

Excel

Word

PowerPoint

Job description

JPMorgan Chase in Tempe, AZ is seeking a Business Solutions Banker to support business clients with tailored financial solutions, education and advice. You will manage a portfolio and build relationships to ensure a seamless client experience.

Plan regular meetings, identify capital and cash-management needs, and promote lending and payment solutions within risk parameters. Collaboration with internal teams will be key to helping clients grow and run their businesses efficiently.