at J.P. Morgan
Bulge Bracket Investment BanksPosted 5 days ago
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**Senior Business Solutions Banker: Core Role & Responsibilities** As a **Senior Business Solutions Banker**, you'll drive efficiency and enhance client experience for Chase's Business Banking division. Manage a portfolio of high-value business and Not-for-Profit clients, fostering relationships through proactive financial education and tailored solutions. Key responsibilities center around: - delivering a seamless client experience via Zoom and phone engagement - identifying banking needs and recommending personalized solutions within risk parameters - managing client capital needs (up to $500K) and cash flow processes - owning end-to-end client experience and survey results - collaborating with internal teams to resolve issues and escalate when needed Leverage minimum **5 years** of relationship or portfolio management experience, strong communication skills, and proficiency in MS Office tools. General knowledge of deposit, lending, and cash management services is required. Bachelor's degree preferred.
- Compensation
- Not specified
- City
- Houston
- Country
- United States
Currency: Not specified
Full Job Description
Location: Houston, TX, United States
As a Business Solutions Banker Senior in Business Banking, youll 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 Senior 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, while also identifying and offering capital solutions up to $500K.
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 180-220 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
- Understand the clients short term and long-term capital needs to identify and manage credit opportunities up to $500,000
- Understand the clients 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
- Minimum 5 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
- Bachelors degree in Finance or related field, or equivalent work experience
