Business Solutions Banker (English & Spanish REQURIED)
Share
Job Location:
Houston, MS - USA
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
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 clients short-term and long-term capital needs to identify and manage credit opportunities up to $250000
- 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
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
- Bachelors degree in Finance or related field or equivalent work experience
Key Skills
- Sales Experience
- Presentation Skills
- Financial Services
- Customer Service
- Financial Acumen
- Fraud
- Math
- Military Experience
- Banking
- Upselling
- Cash Handling
- RMF
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
