Tampa, FL, USA
2 days ago
Business Solutions Banker - Government

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 315-385 clients 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
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