Business Banking Consultant Senior
JPMorganChase · Dallas, TX · 2 wk ago
On-siteConsultingFull-time
About the role
If you want to have a positive impact on underserved small businesses in your market and enjoy building relationships, this role focuses on leading business development efforts in the Underserved Community segment, specifically targeting “economic opportunity” areas. You'll help improve the lives of clients and the well-being of their businesses through financial solutions, education, and advice.
Responsibilities
- Build relationships and utilize networks and local centers of influence to identify and support underserved entrepreneurs.
- Cultivate long-term relationships with Community Development Financial Institutions, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase Foundation.
- Maintain an active business network and involvement in community organizations like Chambers of Commerce and non-profit boards.
- Leverage knowledge of diverse businesses, industries, markets, financial, and economic concepts, and employ creative marketing techniques using Chase resources to develop business networks and prospects.
- Provide client advice and service, ensuring a seamless experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services.
- Deliver outstanding experiences to business clients by providing comprehensive and customized business banking solutions tailored to their financial needs.
- Use expertise in business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that serve the client and ensure portfolio profitability.
- Discover the personal financial goals and needs of business clients and partner across lines of business to connect clients with specialists.
Requirements
- Minimum of 5 years' experience in business banking relationship management or related business/commercial lending experience.
- Bachelor's degree in Finance or related field, or equivalent work experience.
- Strong relationship management skills with demonstrated tactical business development and negotiation abilities.
- Seasoned judgment to offer comprehensive and customized solutions that meet client needs; ability to monitor and research market/industry trends and anticipate client needs.
- Able to identify opportunities, issues, and viable alternatives while managing risk when traditional solutions do not apply.
Preferred Qualifications
- Extensive knowledge of business and credit underwriting with commercial credit training.
- Experience owning or operating a small business.
Benefits
- Competitive total rewards package including base salary, commission-based pay, and discretionary incentive compensation (cash and/or forfeitable equity).
- Comprehensive health care coverage, on-site health and wellness centers.
- Retirement savings plan, backup childcare, tuition reimbursement.
- Mental health support, financial coaching, and more.
Additional details about total compensation and benefits will be provided during the hiring process.