Provide leadership, management, support, direction and guidance to a team of Sr. BB Consultants that are responsible for build relationships, and utilize networks and local centers of influence to identify and support minority entrepreneurs.
Support team members as they creatively look for ways to cultivate long-term relationships with new and existing CDFIs, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase Foundation.
Manage performance of individual team members, holding all Sr. BB Consultants accountable for achieving business priorities with a focus on building relationships externally and client experience.
Possess strong 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, as well as, creative marketing techniques utilizing Chase resources and materials to develop business network and prospects.
Engage with Sr. BB Consultants to 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, Merchant Services, and Card, to provide our clients the best solutions for all of their financial needs.
Ensure teams 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.
Coach and develop team on all aspects of managing a portfolio including relationship management, prospecting engagement, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing and developing customized solutions; help team identify solutions to complex challenges.
Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank and Private Bank - to foster a One Chase, client-centric environment.
Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment.
Represent bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards.
Knowledge, Skills and Experience
Seven or more years of experience in a business banking relationship management role or related business lending experience; direct in-person contact required
Bachelor's degree in Finance or related field, or equivalent work experience strongly preferred
Prior experience in managing a relationship development team preferred
Expert knowledge of deposit and cash management products and services
Expert knowledge of business credit underwriting with commercial credit training preferred
Strong communication skills with individuals at all levels, internally and externally
Ability to analyze reports, metrics and other data to identify trends, issues and opportunities
Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes
Ability to balance needs of clients with associated risks and interests of the firm
Consistently uses a disciplined process to manage time; uses time strategically to balance long-term and day-to-day demands of management role
Ability to lead proactively through change
Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
Highly proficient in MS Office tools including Outlook, Excel, Word, and Powerpoint
Ability to travel occasionally for key business and leadership meetings and training
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
