JP Morgan Chase

Runs a consumer bank and an investment bank

Business Solutions Banker

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timeTempe, AZ, USANo salary listedIn-person

About the Job

Requirements

At least 3 years of experience in Business Banking Relationship Management, portfolio management, or related business work.
Strong Zoom- and phone-based communication skills, as well as written communication skills with individuals at all internal and external levels.
Ability to proactively build relationships with clients and internal partners and influence others to achieve desired outcomes in a fast-paced environment.
Ability to build and maintain client relationships virtually, identify opportunities and issues by asking targeted questions about current client needs and goals, and assess and recommend viable, appropriate solutions.
General knowledge of core business products and services, including deposits, lending, and cash management.
Proficiency with Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.

Responsibilities

Deliver comprehensive business banking solutions tailored to clients’ financial needs and circumstances.
Plan and conduct regularly scheduled, agenda-based client meetings to understand needs and goals, identify banking needs, analyze product usage, and identify growth opportunities through Zoom and phone engagement.
Use screen-sharing tools to educate, guide, and assist clients with Chase online systems.
Use knowledge of banking, industry trends, and internal tools to identify, recommend, and promote client solutions while adhering to risk parameters that protect the bank and ensure portfolio profitability.
Manage a portfolio of 225–275 high-value business banking or Not-for-Profit clients and cultivate relationships to provide a seamless client experience throughout Chase.
Understand clients’ short- and long-term capital needs and identify and manage credit opportunities up to $250,000.
Understand clients’ cash flow cycles and identify Cash Management, Card, and Payment Solutions to streamline and optimize processing efficiency.
Recommend ways to protect clients’ funds and accounts.
Own the end-to-end client experience, engage appropriate service teams to resolve issues, own survey results for assigned clients, and escalate issues when additional assistance or resolution is needed.

Desired Qualifications

A Bachelor’s degree in Finance or a related field, or equivalent work experience.

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

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. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative 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 225-275 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 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 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
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

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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