Business Support jobs in United States, California, El Monte

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

FEDERAL DEPOSIT INSURANCE ACT:

Job Description:

Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales
• Bilingual Mandarin

Desired Qualifications:

• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

High School Diploma / GED / Secondary School or equivalent

Job Description:

Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.

Responsibilities:

• Recommends financial advice and guidance that align with client financial goals and needs
• Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities
• Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs
• Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience

Required Qualifications:

• Has demonstrated experience and proven success with business-to-business sales and/or small business banking
• Has strong communication skills with the ability to effectively influence clients
• Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution
• Has a proven sales track record
• Can build productive partnerships and working relationships
• Is experienced with outbound phone sales
• Bilingual Mandarin

Desired Qualifications:

• Experience with financial information, spreadsheets and financial skills
• Experience with in-person customer service and sales
• Experience working with small business clients
• Experience meeting or exceeding goals
• A working knowledge of small business products and services

Skills:

• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Referral Identification
• Risk Management
• Client Experience Branding
• Credit Documentation Requirements
• Credit and Risk Assessment
• Pipeline Management
• Referral Management
• Attention to Detail
• Collaboration
• Issue Management
• Prospecting
• Relationship Building

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position:

FDIC; Safe Act; Loan Originators

High School Diploma / GED / Secondary School or equivalent

In this role, you will:

• Creating a positive client experience for customers engaging the team for treasury application technical support. This experience is measured by direct surveys sent to users the consultant has supported. Whether a technical solution is available or not, it is paramount the client receives the best experience possible by providing all alternatives and accurate delivery of technical information
• Providing basic to intermediate level of technical support and consultation to end-users and internal servicing agents for commercial banking online products and applications. Examples include but are not limited to; internet browsermarkup/scripting/displayissues, transactional inconsistencies, associated application hardware support, network connectivity, and technical mechanics of application workflows
• Interprets, evaluates, and resolves where possible telephone, email, and internally assigned inquiries pertaining to the functional operation of all installed and supported applications, including associated hardware and software
• Analyzes moderately complex inquiries and determines appropriate steps to resolve problems while maximizing performance and efficiency for application end-users. This support can be related to specific products or client applications
• Responsible for monitoring production issue trends and communication of client reported defects or other feedback. In this role, employees are responsible for bringing global system outages or client reported application defects to management’s attention, as well as capturing necessary information from the end-user to assist technology teams in troubleshooting or analysis
• Act as a liaison between customer and productmanagement/technologydevelopment teams for complex issues to coordinate satisfactory technical issue resolution

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 2+ years of technical support experience

Desired Qualifications:

• Windows Operating System Fundamentals and Networking Fundamentals
• Understanding of computer networking, including but not limited to, local area networks (LAN), wide area networks (WAN), internet service provision (ISP), internet protocol (IP), local machine and group security policies, firewalls, and web proxy/content filtering
• Advanced understanding of end-user operating systems, Windows 10, and MacOS
• Advanced understanding of settings in web browsers such as Microsoft Edge, Mozilla Firefox, Google Chrome, and Safari
• Advanced understanding of smartphones and tablets, including Apple iOS and Android OS, using both native application and web-based functions.
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• CompTIA A+ certification
• Knowledge and understanding of treasury management industry products and services
• Excellent verbal, written, and interpersonal communications skills.
• Proven success in problem analysis and resolution with strong attention to detail and accuracy
• Strong organizational skills; ability to multi-task and work in a deadline driven environment
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment
• BS/BA degree in IT, CIS, Engineering or related field

Job Expectations:

• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
• This position is not eligible for VISA sponsorship or transfer of VISA sponsorship

Pay Range:

El Monte: $22.36-33.51

• May be considered for a discretionary bonus, Restricted Share Rights, or other long-term incentive awards

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Provide support for a small portfolio of customers
• Work with business client managers to maintain a portfolio of accounts
• Oversee overall customer experience
• Produce loan reports and forms related to initiation of the documentation process
• Assist in financial statement analysis for non-complex relationships
• Handle customer issues and assist in decisions with business client managers
• Evaluate profitability and risk of designated portfolio
• Help with customer associated risk management
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Call Center customer service experience in the financial services industry
• Ability to provide strong customer service and develop customer relationships
• Strong telephone etiquette skills
• Treasury Management product knowledge and experience
• Intermediate Microsoft Office skills
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Strong analytical skills with high attention to detail and accuracy
• Excellent verbal, written, and interpersonal communication skills
• Effective organizational, multi-tasking, and prioritizing skills
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment

Job Expectations:

• Position hours are Monday - Friday 9:00 AM - 6:00 PM
• Thisposition offers a hybrid work schedule
• Ability to travel up to 10% of the time
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

• 3440 E Flair Drive- El Monte, CA

Salary Range:

• El Monte, CA: $22.36HR - $33.51HR range

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.