Business Solutions Banker

JPMorgan Chase • Tempe, AZ

404d • $250,000 - $250,000

About The Position

The Business Solutions Banker role at JPMorgan Chase Bank focuses on enhancing client experiences and providing tailored financial solutions to business and Not-for-Profit clients. This position involves managing a portfolio of clients, understanding their financial needs, and delivering comprehensive banking solutions to improve their business operations.

Requirements

• Minimum 3 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.

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.
• 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 250 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 $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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed