Business Solutions Banker Senior

Company : Jpmorgan Chase

Job Description - Business Solutions Banker Senior

Description

If you are passionate about supporting initiatives and executing processes that enhance efficiency and client experience, a role as a Business Solutions Banker Senior is for you.

As a Business Solutions Banker Senior in Business Banking, you’ll be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. The Business Solutions Banker Senior manages a portfolio of business or Not for Profit clients, and builds relationships by providing financial education and solutions with a focus on client experience, while also identifying and offering capital solutions up to $500K.

Job 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 180-220 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 $500,000

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 escalate issues that require additional assistance or resolution

Required Qualifications, Capabilities and Skills

Minimum 5 years’ experience in a Business Banking Relationship Management or Portfolio Management role, or related business experience

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, and influence others in a fast-paced environment to achieve desired outcomes

Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client