About The Position

As a Business Solutions Area Manager in Business Banking, you will lead a team of Business Solutions Bankers and manage a diverse portfolio of business or not-for-profit clients. You will develop bankers, build client relationships, provide financial education and solutions focused on client experience, and identify and offer capital solutions up to $500K. The role emphasizes relationship-building, portfolio growth, risk management, and delivering financial solutions within the bank’s risk parameters.

Requirements

  • At least 7 years of experience in a business banking relationship management role or related experience.
  • Prior experience managing a team responsible for strengthening client relationships.
  • Proven ability to lead proactively through change.
  • Expert knowledge of deposit and cash management products and services, and advanced knowledge of business credit underwriting.
  • Strong communication skills with individuals at all levels, internally and externally.
  • Ability to use a disciplined process to manage time strategically and balance long-term and day-to-day management demands.
  • Ability to analyze reports, metrics, and other data to identify trends, issues, and opportunities.
  • Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes.
  • Ability to balance client needs with associated risks and the firm’s interests.
  • High proficiency with Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.
  • Ability to travel occasionally for key business and leadership meetings and training.

Nice To Haves

  • Bachelor’s degree in Finance or a related field, or equivalent work experience.
  • Experience with Business Central.

Responsibilities

  • Provide leadership, management, support, direction, and guidance to a team of Business Solutions Bankers to develop deposit, cash management, and credit business, with a focus on relationship-building, client experience, and risk management.
  • Use knowledge of banking, industry trends, and internal tools to identify, recommend, and promote appropriate client solutions within risk parameters that protect the bank and support portfolio profitability.
  • Train, coach, and manage individual team members’ performance, holding bankers accountable for business priorities and client experience.
  • Use reporting and metrics to monitor team performance, identify trends, and address or escalate issues promptly.
  • Recruit and promote diversity and inclusion; maintain a pipeline of viable candidates; select, hire, develop, and retain talent; and participate in Business Resource Groups and Chase activities to support site leadership and a respectful team environment.
  • Coach and develop the team in portfolio management, including relationship management, profitability, client experience, and risk management; provide expertise in developing customized solutions and resolving client issues.
  • Inspect and engage with team members as they plan and conduct regularly scheduled, agenda-based client meetings to understand clients’ needs and goals.
  • Guide bankers in identifying client banking needs, analyzing product usage, and finding growth opportunities through Zoom and phone engagement; champion the use of screen-sharing tools to educate and assist clients with Chase online systems.
  • Hold bankers accountable for owning client relationships, routing requests appropriately, and connecting with internal partners to resolve problems and meet clients’ financial needs.
  • Build collaborative relationships with partners across lines of business, including INK, Chase Payment Services, 401K, and Virtual Bank.
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