Banking Consultant jobs in United States, Ohio, Columbus

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

• Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
• Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
• Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
• Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience
• Bachelor’s degree in Finance or related field, or equivalent work experience
• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
• Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

• Extensive knowledge of business and credit underwriting with commercial credit training
• Experience owning / operating a small business

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artefacts for complex applications while being accountable for ensuring design constraints are met
• Gives insightful and constructive feedback when reviewing code, technical designs and requirements
• Gathers, analyses, synthesises, and develops visualisations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene, system architecture and team processes
• Mentors and empowers junior and mid-level talent within our team, and adds to a team culture of diversity, equity, inclusion, and respect
• Drives decisions that influence the product design, application functionality, and technical operations and processes
• Serves as a function-wide subject matter expert in one or more areas of focus
• Actively contributes to the engineering community as an advocate of firm-wide frameworks, tools, and practices of the Software Development Life Cycle
• Influences peers and project decision-makers to consider the use and application of leading-edge technologies

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and proficient advanced experience
• Solid understanding of fundamental data structures including arrays, linked lists, stacks, queues, trees, graphs, and hash tables.
• Ability to design, analyse, and implement algorithms, with a focus on sorting and searching techniques.
• Experience in modern architecture patterns (e.g. micro-services, reactive architectures, event-driven architectures)
• Programming experience in at least 2 modern programming languages/frameworks such as JavaScript, React, Node.js, Java, Kotlin, Python, Go
• Experience working with HTML/ CSS and at least 1 modern JavaScript framework such as React.js, Vue.js, Hapi.js, Ember.js, Angular.js
• Experience with relational and non-relational databases (e.g. PostgreSQL, MongoDB, CouchDB, Redis, Elasticsearch, Cassandra, etc.)
• Experience in engineering practices such as code refactoring, design patterns, design-driven development, TDD, CI/CD, building highly scalable applications, application security
• Experience with Agile development methodologies and working knowledge of DevOps principles
• Ability to interact with people at all levels in an organisation
• Ability to communicate complex ideas effectively
• Passion for growing your skills, tackling interesting work and challenging problems

• Experience/Knowledge of model governance, data governance is a plus
• Familiarity with modern full-stack technologies
• Experience in writing and utilising RESTful and GraphQL API services and performance tuning large-scale applications
• Experience with cloud providers (e.g. AWS, Azure, GCP) and containerisation (e.g. Docker, Kubernetes)

Job responsibilities

• Develop and design the architecture for electronic trading systems, ensuring scalability, reliability, and performance to meet trading requirements.
• Applies deep technical expertise and problem-solving methodologies focused on analyzing complex data and systems, anticipating issues, and finding ways to mitigate risk.
• Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes
• Maintain detailed documentation of system architecture, configurations, and changes, and provide regular reports on system performance and issues.
• Acts as the escalation point during major incidents for your application and demonstrates the skills to identify and solve issues quickly to avoid financial losses.
• Be responsible for infrastructure engineering in accordance with business requirements.
• Executes work according to compliance standards, risk and security, and business objectives
• Considers upstream/downstream system or technical implications and advises on mitigation actions
• Advises junior engineers and technologists

• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Computer Science or equivalent
• Formal Training and certification such as CCNP, CCIE or equivalent and 5+ years of applied experience
• Strong understanding of network architecture, protocols, and technologies (e.g., TCP/IP, multicast, routing, switching).
• Knowledge of one or more areas of infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments
• Experience in network architecture, systems engineering, or a related field, preferably within the financial services industry.
• Utilize network automation tools and scripting languages (e.g., Python, Ansible) to automate network tasks and configurations.
• Deep technical knowledge across multiple domains including Cloud technologies.
• Design, configure, and manage routing, switching infrastructure including load balancers, to ensure efficient distribution of network traffic.
• Ability to adapt to a fast-paced and dynamic trading environment, with a willingness to learn and implement new technologies.

• Maintain a thorough understanding of basic and advanced concepts in the fields/products/tools of: Network system architecture (processor, ASIC, FPGA, port capabilities, packet forwarding, buffers, etc.); a good knowledge of network routing protocols: Multicast, PIM & IGMP; IP packet analysis using Wireshark; Arista, Cisco, F5 and Fortinet product range

Preferred qualifications, capabilities, and skills

• Exposure to managing budgets
• Familiarity with financial markets, trading platforms, and electronic trading systems.
• Understanding of market data feeds and exchange connectivity
• Understand deeply network design, implementation, and maintenance, and manage complex network environments to ensure the reliability, performance, and security of the trading infrastructure.
• Configure and manage Cisco routers and switches with proficiency, including knowledge of IOS and NX-OS.
• Demonstrate expertise in Arista's EOS and experience with Arista's low latency switching solutions.
• Comprehend in-depth network protocols such as BGP, FHRP, and multicast.

Job responsibilities

• Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Develops secure high-quality production code, and reviews and debugs code written by others
• Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
• Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
• Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience
• Hands-on practical experience delivering system design, application development, testing, and operational stability
• Advanced in one or more programming language(s) including ASP.NET, VB.NET, C#, AJAX, User controls, Web Services, JavaScript, HTML, CSS, XML with object oriented and test driven development supporting applications using Microsoft Access, Excel Macros. Integrate applications withoracle rdms, using Spring Boot and Java
• Proficiency in automation and continuous delivery methods
• Proficient in all aspects of the Software Development Life Cycle
• Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
• Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
• In-depth knowledge of the financial services industry and their IT systems
• Practical cloud native experience

• Modern technologies

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications:

• Proven success in consultative sales in financial services or in business-to-business sales

• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

• Is passionate about outside sales and enjoys spending time prospecting

• Wants to enhance existing relationships and exceed sales goals

• Can analyze financial conditions of clients and industry trends

• Can understand and interpret financial statements and cash flow analysis

• Has excellent communication skills and demonstrated leadership ability

• Enjoys partnering and negotiating with a team of bank employees to solve client issues

• Demonstrated management of a client portfolio with focus on relationship development and deepening

• Thorough knowledge of small business financial products and services

• Familiarity with CRM platforms and other banking systems

Desired Qualifications:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Undergraduate degree in business, finance or economics preferred or seven years relevant work experience

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management

Minimum Education Requirement:

High School Diploma/GED or equivalent work experience