Business Banking Consultant Senior
Chase
Business Banking Consultant Senior
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.
Job Responsibilities
- 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
Required qualifications, capabilities, and skills
- 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
Preferred qualifications, capabilities, and skills
- Extensive knowledge of business and credit underwriting with commercial credit training
- Experience owning / operating a small business
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 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
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.
- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with...SeniorWork experience placementFlexible hoursShift workDay shift
- Texas Capital, based in Dallas with offices in Fort Worth, is seeking a senior private banking professional to lead client relationships and coordinate a cross-disciplinary wealth management team. The role focuses on generating new clients, managing ongoing experience,...Senior
- A financial services provider in Fort Worth is seeking a Relationship Manager IV - Corporate Banking tasked with managing complex loans and servicing significant business relationships. The ideal candidate will have extensive experience in commercial lending and a Bachelor...Senior
- ...LLC is seeking an experienced Internal Audit Manager to lead banking and financial services engagements, develop teams, and strengthen... ...controls optimization, and ensure high-quality delivery in a consulting setting. You will work across internal audit, risk management,...SeniorFlexible hours
$80k - $120k
...Reputable Accounting Firm seeks a REMOTE Tax Senior Are you a fit? Easy Apply now by... ...been a trusted source of accounting and consulting advice for achieving success in the governmental... ...Accounting, Financial Services, and Banking Jobot is an Equal Opportunity...SeniorFull timeLocal areaRemote work- ...school diploma required - College Preferred Accounting Finance Skills 4+ years job experience in Accounts Receivable or Banking required Job experience and/or education in other Accounting related fields is a plus Data Entry Skills is a plus...Senior
- Frost in Fort Worth is seeking a Senior Credit Risk Officer to review and approve loans and credit limits across commercial banking relationships, with up to $20 million per package. You’ll assess loan structure, credit type, and proper limits while building relationships...Senior
- The Loan Portfolio Manager II at NBT Financial Bank provides independent portfolio management, credit administration, and underwriting support for commercial lending relationships. This role partners with lending officers and market leadership to maintain portfolio quality...Senior
- Encore Bank is seeking an experienced Portfolio Manager II in Fort Worth to unite clients, credit, and decisioning. You will analyze cash flows, prepare credit memos, and support underwriting to ensure timely approvals while maintaining asset quality. You will collaborate...Senior
- PNC invites applications for a Senior Banking Advisor in its Private Banking organization, based in Ft. Worth, TX. This in-office role focuses on high-net-worth client advisory, credit and cash management solutions, and building trusted relationships with internal partners...SeniorWork at office
- ...fast paced environments? If so, being a Senior Credit Risk Officer with Frost could be for... ...various product areas for commercial banking relationships. You will evaluate the structure... ..., groups of lending teams, and lines of business portfolios for credit risk issues,...SeniorFull time
- Overview We’re Hiring - Business Development Director | Financial IT Services for a Client of KCES Are you a true hunter with a passion... ...clients, we’d love to connect! What You’ll Do Generate new logos in banking, capital markets, and insurance. Drive end-to-end sales cycles...Local area
- A technology and solutions company is seeking a Business Process Consultant to manage relationships and create demand for workflow solutions. This mid-senior level position requires extensive experience in business development, sales process management, and the ability...SeniorFull time
- Bank of America is hiring a Small Business Relationship Manager to provide comprehensive financial solutions for small businesses up to $20 million in... ...expand opportunities, using your financial savvy and consultative sales skills to deliver results. #J-18808-Ljbffr...
- ...JPMorgan Chase & Co. is seeking exceptional individuals for its U.S. Private Bank to deliver first-class client experiences. You will work with a team of talented colleagues across markets to enhance your career and provide holistic financial guidance. The role focuses...Senior
- ...relationship and a strong future for their business. We are an independent, collateral-based... ...Financial is seeking a detail-oriented Senior Accountant to own revenue recognition and... ...in financial services, lending, leasing, banking, specialty finance, or a related industry...SeniorContract work
$148.8k - $201.3k
Job Description ata Consultancy Services (TCS) is seeking an experienced Retail Merchandising professional to join our North America Retail Business Consulting division as a Senior Consultant. The ideal candidate will bring strong general merchandise and discretionary...Senior- Senior Commercial Credit Underwriter - Dealer Finance Country: United States of America Santander... ...("DCS") delivers integrated capital and banking solutions to automotive dealers... .... Manages each annual renewal and/or new business loan requests with the highest sense of urgency...SeniorWork experience placementWork at officeShift work
- The Senior Credit Analyst with PlainsCapital Bank is a recognized subject matter expert responsible for independently evaluating the financial condition... ...Friday in our Fort Worth, TX office Bachelor’s degree in Business or related field required. Accounting or Finance...SeniorWork at officeLocal areaMonday to Friday
- ...About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities...SeniorFull timeWork experience placementWork at officeLocal area
$150k - $250k
...Associates Executive Recruiter, Sr. Banking Placement Manager at Babich... ...commercial real estate business in the Greater Fort Worth market... ...4-515-7609 or (***) ***-****. Seniority level Mid-Senior level... ...00.00-$100,000.00 Financial Consultant - Career Change Opportunity...SeniorFull time$77k - $202k
...and technology enabled", by aligning our Consulting Solutions' industry focus with the... ...careers, now and in the future. As a Senior Associate, you'll work as part of a team... ...problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional...SeniorH1bRemote work$136.8k - $242k
...LLP is looking for a dynamic Business Development (BD) Director to... ...market by selling Audit/Tax/Consulting services to clients within the... ...Partners, Principals, Directors and Senior Managers in cross-selling... ...of Influence) to include banking, legal and other professional...Work experience placementInternshipLocal areaNight shift$149k - $170k
...Overview Senior Business Banker - Ft. Worth, TX Market The Senior Business Banker plays a critical role in driving the growth and profitability of the bank by generating new deposits, business loans, treasury management services, and other revenue streams. They...SeniorFull timePart timeLocal area$100k - $145k
...few fortune 500 & 1000 companies needing a Financial Reporting Senior and/or Manager. Unlimited PTO Tight knit culture and team Great... ...Employment type Full‑time Job function Accounting/Auditing Investment Banking and Financial Services Referrals increase your chances of...SeniorFull time- Bank of America in Fort Worth, TX seeks an experienced professional to manage and service a portfolio of complex CRE construction loans. You will review draw packages, coordinate with borrowers, counsel, and title companies, and ensure compliance with loan documents throughout...Senior
- Hilltop Holdings is seeking a Senior Credit Analyst for PlainsCapital Bank in Fort Worth, Texas. This role involves comprehensive credit analysis and loan... .... Applicants should have a Bachelor’s degree in Business, Accounting, or Finance and over five years of credit...Senior
- ...LHH has partnered with a growing Distribution company to hire a Senior Accountant located in Fort Worth, TX. This role will lead the month... ...support the annual audit. Key Responsibilities Prepare monthly bank reconciliations accurately and in a timely manner. Serve as the...Senior
- ...partnership to translate complex data into actionable business decisions. The role emphasizes growth strategies,... ...across six subsidiaries, requiring strong communication with senior leadership and a track record from investment banking, #J-18808-Ljbffr Financial AdditionsSenior
- ...in mineral management, oil and gas accounting and oil and gas consulting. The company was built by multi-generational mineral owners and... ...the month-end closure and reconciliations, including managing bank accounts, statements, invoices, JIB's, and client-specific journal...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Banking Consultant Senior. Be the first to apply!
- business solutions consultant Fort Worth, TX
- business consultant Fort Worth, TX
- management advisor Fort Worth, TX
- product management consultant Fort Worth, TX
- management consultant Fort Worth, TX
- business banking specialist Fort Worth, TX
- dental practice management consultant Fort Worth, TX
- new business specialist Fort Worth, TX
- new business consultant Fort Worth, TX
- business advisor Fort Worth, TX


