Strategic Business Banking Advisor

Next Frontier Capital; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health care

On-site wellness centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase Business Banking is seeking a Business Solutions Banker to support not-for-profit and business clients by delivering financial solutions, education, and advice. You will manage a portfolio and build relationships through proactive guidance and tailored banking solutions, focusing on an exceptional client experience.

The role emphasizes planning regular meetings, uncovering needs, promoting deposits, lending and cash management products, and identifying growth opportunities up to $250,000.

Qualifications

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role, or related business experience.
• 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
• 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 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

Skills

Client relationship management

Zoom/phone communication

Financial education

Credit opportunities

Cross-functional collaboration

MS Office

Education

Bachelor’s degree in Finance or related field

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Job description

Chase Business Banking is seeking a Business Solutions Banker to support not-for-profit and business clients by delivering financial solutions, education, and advice. You will manage a portfolio and build relationships through proactive guidance and tailored banking solutions, focusing on an exceptional client experience.

The role emphasizes planning regular meetings, uncovering needs, promoting deposits, lending and cash management products, and identifying growth opportunities up to $250,000.