What are the responsibilities and job description for the Business Solutions Banker - Government position at JPMorgan Chase?
If you are client-focused, enjoy building relationships, and providing financial advice to your clients, a role as a Business Solutions Banker – Government is for you.
As a Business Solutions Banker – Government (BSB-G) in Business Banking, you’ll be helping to improve the well-being of our government clients by providing exceptional client experience and education. You will manage an assigned portfolio of government clients and work to build relationships, with a focus on client experience and risk management.
Job Responsibilities
- Deliver an outstanding experience to Business Banking government clients through providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses, upon request
- Maintain a portfolio of and be the expert for government clients by cultivating relationships to ensure a seamless client experience and have working knowledge to support requirements
- Manage the client experience end-to-end and address inquiries received via email or phone call from government clients to assist with their banking needs
- Engage with clients remotely through Zoom, phone, and screen share tools to educate, guide, and assist clients with Chase online systems
- Use knowledge of banking, risk management, and industry trends to serve government clients while working within risk parameters that protect the bank and maintain compliance with all government legislature
- Understand and recommend ways to keep government clients’ funds and accounts protected, including advising on Chase Cash Management Credit and Cash Management products to resolve problems
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements
- Own the survey results for all assigned clients and escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
- Minimum of 1 year experience in a Business Banking Relationship Management or portfolio management role, or related business experience
- Strong written communication and verbal communication (including over phone / Zoom calls) skills with internal and external individuals at all levels
- Expert ability to assess current client needs and goals, and identify opportunities and issues through targeted questions in order to recommend appropriate solutions
- Demonstrated ability to follow through with commitments, own problems on the clients’ behalf, and balance client needs with associated risks and interests of the firm
- Ability to take initiative and develop rapport to build and maintain client relationships virtually
- General knowledge of core business products and services including deposit, lending and cash management
- Ability to determine priorities and maintain a balanced work approach to achieve business objectives
Preferred qualifications, capabilities, and skills
- Bachelor’s degree in Finance or related field, or equivalent work experience preferred.
- Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
