Full-Time
Business Solutions Banker
Not for Profit
Confirmed live in the last 24 hours
JP Morgan Chase
10,001+ employees
Global financial services and investment banking
No salary listed
Mid
Tampa, FL, USA
- 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
- Deliver an outstanding experience to Chase Business Banking NFP 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 NFP 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
- Bachelor’s degree in Finance or related field, or equivalent work experience
- Experience working with Not-for-Profit organizations and/or clients
JPMorgan Chase & Co. provides a wide range of financial services to individuals, businesses, and governments across more than 100 markets worldwide. Its offerings include investment banking, asset management, financial transaction processing, and consumer banking services such as personal banking, mortgages, and credit cards. The company utilizes its extensive expertise and proprietary data to deliver high-quality financial products and services, generating revenue through interest income, service fees, and commissions. What sets JPMorgan Chase apart from its competitors is its commitment to integrity, service, and community development, including initiatives to support veterans and strengthen local economies. The company's goal is to provide comprehensive financial solutions while also contributing positively to society through its various community-focused programs and the insights offered by the JPMorgan Chase Institute.
Company Size
10,001+
Company Stage
IPO
Headquarters
New York City, New York
Founded
1959
Simplify's Take
What believers are saying
- Increased focus on digital banking boosts JPMorgan's fintech partnerships.
- Consumer spending on durable goods rises, benefiting JPMorgan's credit card services.
- Simplified mortgage regulations could lower costs and boost lending activity.
What critics are saying
- Unauthorized use of AI tools by employees poses operational risks.
- Security breach at OCC impacts JPMorgan's regulatory compliance.
- Intensified competition in cross-border payments challenges JPMorgan's market share.
What makes JP Morgan Chase unique
- JPMorgan Chase leverages proprietary data for high-quality financial services.
- The firm integrates AI for risk management and personalized financial advice.
- JPMorgan's JPM Coin enhances cross-border settlements with blockchain technology.
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Benefits
Health Insurance
Flexible Work Hours
Paid Sick Leave
Paid Holidays
Company News
Employees who use generative artificial intelligence tools in the workplace without company approval or oversight — a practice known as “bring your own AI’ or BYOAI — could introduce risks into the enterprise, according to MIT researchers. “Make no mistake, I’m not talking theory here,” said Nick van der Meulen, a research scientist at MIT’s [] The post How to Manage Risks When Employees Use AI Secretly for Work appeared first on PYMNTS.com.
The Office of the Comptroller of the Currency (OCC) said Wednesday (April 16) that it will combine some of its supervision activities; blend its risk identification, analysis and policy efforts; and elevate its Information Technology and Security (ITS) function.These organizational changes will be effective June 2, the OCC said in a Wednesday press release.In one move, the OCC will combine two functions — Midsize and Community Bank Supervision and Large Bank Supervision — to create a line of business called Bank Supervision and Examination.“Blending the large, midsize and community bank supervision activities will allow for the seamless sharing of expertise and resources to address bank-specific issues or novel needs and provides opportunities for career development and progression for the agency’s entire examination workforce,” the release said.In another change, the OCC will blend two divisions — Bank Supervision Policy and Supervision Risk and Analysis — within a reinstated Chief National Bank Examiner office.“Organizing risk identification, analysis and policy efforts will ensure a seamless approach to knowledge sharing and supervision,” the release said.In a third move, the OCC said it is “elevating its Information Technology and Security (ITS) function to be led by a new Senior Deputy Comptroller for ITS, who will serve as a member of the Executive Committee.”This announcement came about a week after the OCC said it notified Congress of a “major security incident” in which there was unauthorized access to OCC emails and email attachments.“The OCC discovered that the unauthorized access to a number of its executives’ and employees’ emails included highly sensitive information relating to the financial condition of federally regulated financial institutions used in its examinations and supervisory oversight processes,” the agency said in an April 8 press release.It was reported Monday (April 14) that following that breach of the regulator’s email system, JPMorgan Chase and Bank of New York Mellon scaled back their electronic information sharing with the OCC due to concerns about potential security risks to their own computer networks.The announcement of the organizational changes also came on the same day that Acting Comptroller of the Currency Rodney E. Hood said that he is focused on reducing regulatory burden; promoting financial inclusion; embracing bank-FinTech partnerships; and expanding responsible bank activities involving digital assets.In remarks delivered Wednesday at the Exchequer Club Luncheon in Washington, D.C., Hood said: “Our regulatory framework should safeguard the public interest while enabling banks — especially community institutions — to thrive and innovate.”
As earnings season kicked off last week, JPMorgan’s CFO Jeremy Barnum said on the conference call with analysts that consumers had been front-loading their spending ahead of anticipated price increases from tariffs. That scramble to buy goods showed up in the latest data on retails sales for March, capturing a surge that notched the highest [] The post Online Sales Muted as Consumers Rush to Buy Cars and TVs Ahead of Tariffs appeared first on PYMNTS.com.
Big banks are urging the Trump administration to simplify regulations relating to mortgage loan origination, servicing, and securitization in the hope that these reforms may lower costs and boost lending activity in the struggling US housing market. "In terms of mortgages, reducing unnecessary regulations would decrease homeownership costs," JPMorgan Chase (JPM) CEO Jamie Dimon wrote in his annual shareholder letter. "Streamlining loan origination and servicing standards, reducing capital requirements and simplifying securitization rules would reduce the cost of mortgages without making them riskier. These simple reforms could lower the cost of mortgages by 70–80 basis points." This push for reform comes as JPMorgan's mortgage volume fell to $11.2 billion in the first quarter ending March 31, down from $14.2 billion in the fourth quarter of 2024. Meanwhile, home lending from the bank's retail channel fell to $9.4 billion from $12.1 billion in the fourth quarter of 2024. Other banks have also struck a similar tone during recent conference calls following quarterly earnings
While Americans are worried about the economy, it hasn’t kept them from spending. As The Wall Street Journal (WSJ) reported Tuesday (April 15), Bank of America’s latest earnings report showed consumer spending increasing when tariff worries first appeared. This followed last week’s JPMorgan Chase earnings, which also showed upticks in credit card and debit card spending. Bank executives also noted that spending has remained consistent since the quarter ended, even after President Donald Trump’s “Liberation Day” brought substantial new tariffs. JPMorgan argues that some of that might have been people making purchases to escape tariff-related price increases