Build relationships, and utilize networks and local centers of influence to identify and support underserved entrepreneurs
Creatively look for ways to cultivate long-term relationships with new and existingCommunity Development Financial Institutions, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase Foundation
Maintain current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards; 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, and 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 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, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
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
Discover the personal financial goals and needs of business clients. Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs.
:
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
Uses 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, credit underwriting with commercial credit training