Strategic Business Banking Advisor

Testing Site - JPMC; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase is seeking a Business Solutions Banker in its Business Banking division to manage a portfolio of business and Not-for-Profit clients. You will deliver tailored financial solutions, provide education, and guide clients to improve their financial health and growth.

Responsibilities include conducting regular client meetings via Zoom/phone, identifying growth opportunities, and coordinating with service teams to ensure a seamless client experience while managing credit opportunities up to

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.
• Ability to proactively build relationships with clients and internal partners in a fast-paced environment.
• Ability to identify opportunities and assess and recommend viable financial solutions.
• General knowledge of core business products including deposit, lending, and cash management.
• Proficient in MS Office tools (Outlook, Excel, Word, 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 banking needs, analyze current product usage, and pinpoint growth opportunities via Zoom and phone.
• Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while staying within risk parameters.
• Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience.
• 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; protect clients’ funds and accounts.
• 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

Needs assessment

Virtual collaboration

Education

Bachelor's degree in Finance or related field

Tools

MS Office

Job description

Chase is seeking a Business Solutions Banker in its Business Banking division to manage a portfolio of business and Not-for-Profit clients. You will deliver tailored financial solutions, provide education, and guide clients to improve their financial health and growth.

Responsibilities include conducting regular client meetings via Zoom/phone, identifying growth opportunities, and coordinating with service teams to ensure a seamless client experience while managing credit opportunities up to