Strategic Business Banking Advisor

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH is seeking a Business Solutions Banker to manage a portfolio of 225-275 high-value business banking or Not-for-Profit clients.

You will deliver tailored financial solutions, educate clients, and drive growth opportunities through Zoom and direct engagement. The role requires a minimum of 3 years in business banking or portfolio management, strong communication skills, and the ability to build relationships with clients and internal partners in a fast-paced

Qualifications

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role.
• 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 in a fast-paced environment.

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 escape issues that require additional assistance or resolution

Skills

Relationship building

Zoom/phone comms

Cross-functional collab

MS Office

Problem solving

Education

Bachelor’s degree in Finance

Tools

Zoom

Job description

JPMorgan Chase & Co. in Columbus, OH is seeking a Business Solutions Banker to manage a portfolio of 225-275 high-value business banking or Not-for-Profit clients.

You will deliver tailored financial solutions, educate clients, and drive growth opportunities through Zoom and direct engagement. The role requires a minimum of 3 years in business banking or portfolio management, strong communication skills, and the ability to build relationships with clients and internal partners in a fast-paced