Strategic Business Banking Advisor

Testing Site - JPMC; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase seeks a Business Solutions Banker to support Business Banking clients with tailored financial solutions and educational guidance. You will manage a portfolio of 225–275 high-value clients, identifying opportunities and delivering comprehensive banking services, while maintaining risk controls and profitability.

Responsibilities include conducting regular client meetings, recommending Cash Management and Credit solutions, and coordinating with service teams to ensure a seamless

Qualifications

• 3+ years in Business Banking Relationship Management or similar
• Fluency in Mandarin and English required
• Strong Zoom/phone-based and written communication skills

Responsibilities

• Deliver an outstanding experience to Chase Business Banking clients with tailored solutions
• Conduct regular, agenda-based client meetings to understand needs and growth opportunities
• Identify and promote banking solutions within risk and profitability parameters
• Manage a portfolio of 225–275 high-value business banking or Not-for-Profit clients
• Identify clients’ capital needs and opportunities up to $250,000
• Analyze client cash flow to optimize Cash Management, Card, and Payment Solutions
• Own client experience end-to-end and coordinate with service teams as needed

Skills

Mandarin

English

Client relationship management

Communication (Zoom/phone/written)

Initiative & rapport building

Passion for client experience

Core banking knowledge

MS Office

Education

Bachelor’s degree in Finance or related field

Tools

Zoom

MS Office (Outlook/Excel/Word/PowerPoint)

Job description

JPMorgan Chase seeks a Business Solutions Banker to support Business Banking clients with tailored financial solutions and educational guidance. You will manage a portfolio of 225–275 high-value clients, identifying opportunities and delivering comprehensive banking services, while maintaining risk controls and profitability.

Responsibilities include conducting regular client meetings, recommending Cash Management and Credit solutions, and coordinating with service teams to ensure a seamless