Business Banking Consultant Senior - Vice President
About The Position
The Business Banking Consultant Senior supports underserved small businesses, particularly in economic opportunity areas, by leading business development efforts and providing financial solutions, education, and advice. The role builds and maintains relationships with entrepreneurs, community organizations, and internal Chase partners to develop business networks and deliver a seamless client experience. It provides comprehensive, customized business banking solutions that meet clients’ financial needs while supporting portfolio profitability and managing risk. The consultant also identifies clients’ personal financial goals and connects them with specialists across Chase.
Requirements
- At least 5 years of experience in business banking relationship management or related business or commercial lending.
- Bachelor’s degree in Finance or a related field, or equivalent work experience.
- Strong relationship-management skills, including tactical business-development and negotiation skills.
- Seasoned judgment to provide comprehensive, customized solutions that meet client needs.
- Ability to monitor and research market, industry, and business trends and outcomes to anticipate client needs and present proactive solutions.
- Ability to identify opportunities, issues, and viable alternatives while managing risk when traditional solutions do not apply.
Nice To Haves
- Extensive knowledge of business and credit underwriting, with commercial credit training.
- Experience owning or operating a small business.
Responsibilities
- Build relationships and use networks and local centers of influence to identify and support underserved entrepreneurs.
- Cultivate long-term relationships with Community Development Financial Institutions, nonprofits, and other community organizations, leveraging internal resources such as the JPMorgan Chase Foundation.
- Maintain a current business network and active involvement in community organizations, including Chambers of Commerce and nonprofit boards.
- Use knowledge of businesses, industries, markets, financial and economic concepts, and creative marketing techniques to develop business networks and prospects.
- Provide client advice and service, developing relationships to ensure a seamless client experience throughout Chase.
- Build collaborative relationships with Chase partners, including Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services, to provide clients with appropriate financial solutions.
- Deliver comprehensive, customized business banking solutions tailored to clients’ business financial needs and circumstances.
- Apply business, finance, banking, credit, and risk-management knowledge to identify, recommend, and promote solutions that serve clients and ensure portfolio profitability.
- Build internal and external relationships to develop the business network and provide seamless service to business clients.
- Discover business clients’ personal financial goals and needs and connect them with specialists across lines of business.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
