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
• 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

Last updated : 2024-05-12