JP Morgan Chase & Co.

Business Solution Banker Senior

JP Morgan Chase & Co. • $80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in Business Banking Relationship or Portfolio Management
  • Strong communication skills via Zoom, phone, and writing
  • Proven ability to build relationships in fast-paced environments
  • Initiative in developing client rapport and assessing needs
  • General knowledge of business banking products and services
  • Proficient in MS Office Suite (Outlook, Excel, Word, PowerPoint)

Responsibilities

  • Deliver tailored banking solutions to enhance client experience
  • Conduct regular meetings to understand client needs and goals
  • Identify and recommend solutions based on banking knowledge and industry trends
  • Manage a portfolio of 180-220 business and Not-for-Profit clients
  • Analyze capital needs and manage credit opportunities up to $500K
  • Assess clients' cash flow cycles to recommend optimization solutions
  • Ensure end-to-end client experience and resolve issues with service teams

Benefits

  • Comprehensive health and wellness programs
  • Retirement savings plans with company match
  • Opportunities for professional development
  • Employee support programs focusing on work-life balance
  • Access to a network of professionals for career advancement
Full Job Description
JOB DESCRIPTION
If you are passionate about supporting initiatives and executing processes that enhance efficiency and client experience, a role as a Business Solutions Banker Senior is for you.

As a Business Solutions Banker Senior in Business Banking, you’ll 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
Required Qualifications, Capabilities and Skills
  • 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
Preferred qualifications, capabilities, and skills
  • Bachelors degree in Finance or related field, or equivalent work experience

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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