Jobs · Consulting · Texas

Business Banking Consultant Senior

JPMorganChase · Brownsville, TX · 1 mo ago
On-siteConsultingFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate: EEO, legal, etc. Must preserve all substantive info. We need to parse the job description. Content: - Intro paragraph: "If you want to have a positive impact on underserved small businesses in your market and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking, you'll help improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You'll be responsible for leading our business development efforts in the Underserved Community segment, specifically focusing on “economic opportunity” areas." That's about the role. So we can have

About the role

with that paragraph. - Job Responsibilities: list of bullet points (some sentences). Need to extract each bullet. The responsibilities block: "Build relationships, and utilize networks and local centers of influence to identify and support underserved entrepreneursCreatively look for ways to cultivate long-term relationships with new and existing Community Development Financial Institutions, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase FoundationMaintain 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 prospectsProvide 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 needDeliver 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 portfolioBuild 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 clientDiscover 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" It seems like a run-on list with no punctuation. We need to split into separate responsibilities. Likely each sentence separated by a period? But there are missing spaces after periods. Let's try to parse manually. Original text: "Build relationships, and utilize networks and local centers of influence to identify and support underserved entrepreneursCreatively look for ways to cultivate long-term relationships with new and existing Community Development Financial Institutions, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase FoundationMaintain 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 prospectsProvide 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 needDeliver 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 portfolioBuild 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 clientDiscover 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" We need to separate at periods. Let's insert periods where missing. I'll rewrite responsibilities as bullet points: - 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 existing Community 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. We can keep as bullet list. Now Required Qualifications, Capabilities, And Skills: "Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experienceBachelor's degree in Finance or related field, or equivalent work experienceStrong relationship management skills; demonstrate strong tactical business development and negotiation skillsDemonstrate 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 solutionsAble to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply" Again run-on. Need to split. Let's separate: - 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. Now Preferred Qualifications, Capabilities, And Skills: "Extensive knowledge of business and credit underwriting with commercial credit trainingExperience owning / operating a small business" Split: - Extensive knowledge of business and credit underwriting with commercial credit training. - Experience owning/operating a small business. Now About Us section: includes description of Chase, mission, total rewards package, benefits list. We need to extract Benefits, Pay, Schedule sections if present. From About Us: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a 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." Thus we have Pay info: base salary determined based on role, experience, skill set, location; eligible roles may receive commission-based pay and/or discretionary incentive compensation (cash/forfeitable equity). That's specific enough for Pay section. Benefits: list of benefits: comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Schedule: Not mentioned. No schedule info. So we should not create Schedule section. Also there is "We recognize that our people are our strength..." EEO boilerplate - remove. Also "About The Team" section: description of Consumer & Community Banking division. This could be considered "About the role"? Already have About the role. Could also be separate "About the team" but not required headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. No "About the team". So we could incorporate that info into About the role or maybe drop as not needed? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." So we must keep that info somewhere. Since we don't have a heading for About the team, we could include it under About the role (makes sense) or maybe under a generic section? But headings list is prescribed; we should only use those headings. However we can add extra content under About the role beyond the intro. That would preserve info. Thus About the role section will include the intro paragraph plus the About The Team description. Let's craft About the role paragraph(s): First paragraph: "If you want to have a positive impact on underserved small businesses in your market and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking, you'll help improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You'll be responsible for leading our business development efforts in the Underserved Community segment, specifically focusing on “economic opportunity” areas." Second paragraph: About The Team: "Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs." Then the Consumer & Community Banking description: "Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term." We'll combine into About the role. Now Responsibilities section as
  • ... etc. Requirements section: maybe combine Required Qualifications and Preferred Qualifications? The headings list includes Requirements, Qualifications, Skills. We need to decide how to split. Could put Required Qualifications under Requirements, Preferred Qualifications under Qualifications, and Skills under Skills. But the content overlaps. Let's map: - Requirements: maybe the minimum qualifications (required). So we put the Required Qualifications list there. - Qualifications: maybe the preferred qualifications. So put Preferred Qualifications list there. - Skills: maybe the skills like relationship management, tactical business development, negotiation, judgment, etc. But those are already in required qualifications. However we could extract skill statements: "Strong relationship management skills; demonstrate strong tactical business development and negotiation skills", "Demonstrate seasoned judgment to offer comprehensive and customized solutions...", "Able to identify opportunities, issues, and

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