Job responsibilities
- Act as a liaison for Business Banking and Consumer Banking leadership, ensuring consistent communication with Regional and Market Directors, and represent the Small Business Segment at all Business Banking & Consumer Banking Region Executive & Market Business Reviews
- Support the Consumer Banking Region and Market Directors, and National Sales through promoting and ensuring consistent execution of the small business strategy within multiple regions
- Support the ongoing Small Business Specialist (SBS) identification process and day-to-day operations of Small Business Banking within the assigned region(s)—including recommended Small Business Specialist coverage and maintaining the small business training requirements of the Region’s Small Business Specialist population
- Help new market branches with small business education and support by having field support team provide in-person pre-opening workshops
- Help drive strong Branch OSAT scores by delivering a full One Chase experience in the branches
- Partner with Area Managers to develop a strong pipeline of ready-now SBS talent across the footprint to support BRM staffing needs
- Demonstrate ability to influence partnership between the Business Banking and Consumer Banking leadership teams using key performance metrics (i.e. NAO errors, Digital Adoption & customer penetration metrics; Deposit, Credit, and Cash Management Growth) in order to foster common goals and promote teamwork
- Identify key Small Business performance trends with an emphasis on Digital Adoption for branch business customers within the Region and Markets, and appropriately provide feedback and recommendations to Business Banking & Consumer Banking Regional and Market Managers
- Work closely with Banker Support and the Business Account Review team to ensure a consistent support structure; provide feedback to improve the New Account Opening review process; and address escalations related to the New Account Opening process and Small Business Client Experience; ensure escalations are monitored and responded to promptly
- Ensure that all Small Business Specialist training and skill-building workshops are relevant and address the specific needs of all bankers within the assigned region(s)
- Identify best practices/success stories and raise potential issues/enhancements which require better execution
Required qualifications, capabilities, and skills
- Minimum 7 years’ experience in banking, including prior experience in Business Banking and/or Consumer Banking (e.g., Business Banking Area Manager, Consumer District Manager, etc.)
- Knowledge of branch operations, roles and responsibilities, sales structure, and product and service offerings
- Maintain strong communication skills across multiple organization levels, and develop and deliver effective messages and presentations with an executive presence; adept with interacting with Executive Leaders and clearly articulate strategy, issues, and solutions
- Strong coaching skills, as well as a drive to provide continuous guidance/support to Business Banking- and Consumer Banking-leadership teams
- Ability to identify key trends and issues and propose ideas/solutions for further enhancement
- Flexible, organized, and able to achieve results through influence management, and can prioritize, manage and execute multiple tasks and work streams
- Proficiency with branch support systems and tools, including Contact Manager, Customer Assist, FSD, Retail Sales Summary, and Branch P&L
Preferred qualifications, capabilities and skills
- Bachelor’s degree, or equivalent work experience