Virtual Business Banking Solutions Advisor

Next Frontier Capital; Houston (TX); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

More benefits

Job summary

Chase is seeking a Business Solutions Banker to support Business Banking clients by delivering tailored financial solutions and education. You will manage a portfolio of 225-275 high-value clients, identify growth opportunities, and guide clients through Chase online systems to enhance efficiency and experience.

The role emphasizes building relationships, understanding cash flow needs, and offering deposit, lending, and cash management products, while collaborating with service teams to ensure

Qualifications

• 3+ years in business banking or portfolio management.
• Strong Zoom/phone and written communication.
• Ability to build relationships with clients and internal partners.
• Identify opportunities and issues by asking targeted questions to assess needs and goals.
• Knowledge of core business products: deposit, lending, and cash management.

Responsibilities

• Deliver outstanding experience to Chase Business Banking clients with tailored solutions.
• Plan and conduct agenda-based meetings to understand needs and growth opportunities via Zoom/phone.
• Analyze product usage and guide clients on Chase online systems.
• Manage a portfolio of 225-275 high value clients to ensure seamless client experience.
• Identify and manage credit opportunities up to $250,000.
• Educate clients on cash management, card, and payment solutions to optimize processing.
• Own client experience end-to-end and escalate issues when needed.

Skills

Relationship building

Zoom/phone comms

Proactive outreach

Needs assessment

Product knowledge

MS Office

Education

Bachelor’s degree

Tools

MS Office

Job description

Chase is seeking a Business Solutions Banker to support Business Banking clients by delivering tailored financial solutions and education. You will manage a portfolio of 225-275 high-value clients, identify growth opportunities, and guide clients through Chase online systems to enhance efficiency and experience.

The role emphasizes building relationships, understanding cash flow needs, and offering deposit, lending, and cash management products, while collaborating with service teams to ensure