Business Solutions Banker

Business Solutions Banker

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

Preferred Qualifications, Capabilities and Skills