Business Solutions Banker

Are you passionate about supporting initiatives and executing processes that enhance efficiency and client experience? As a Business Solutions Banker, you will have the opportunity to shape the future of Business Banking, offering innovative financial solutions and advice that improve our clients' lives and businesses.

Join us and be part of a team that values your skills and growth.

As a Business Solutions Banker in Business Banking, you will 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 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.

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 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.

Understand and recommend ways to keep client’s funds and account protected

Own client experience from end to end, engaging appropriate service teams to resolve issues. Own the survey results for all assigned clients.

Know when to escalate issues that require additional assistance or resolution

Required Qualifications, Capabilities and Skills

• Minimum 3 years' of 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; identify opportunities and issues by asking targeted questions to assess current client needs and goals;

assess and recommend viable and appropriate solutions for the client

• General knowledge of core business products and services including deposit, lending and cash management
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
30+ days ago