Business Solutions Banker - Not Profit

Job Description

If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, a role as a Not-for-Profit Business Solutions Banker is for you.

As a Not-for-Profit (NFP) Business Solutions Banker in Business Banking, you will help improve the lives of our NFP clients and the well‑being of their businesses by offering financial solutions, education, and advice. You will manage a portfolio of NFP customers and build relationships through financial education and innovative solutions, focusing on client experience.

• Deliver an outstanding experience to Chase Business Banking NFP clients by proactively providing comprehensive business banking solutions tailored to their financial needs and circumstances.
• Plan and conduct regularly scheduled, agenda‑based meetings with each client to understand their needs and goals; identify banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist with Chase online systems.
• Use knowledge of banking, industry trends, and internal tools to identify, recommend, and promote solutions that best serve the client while working within risk parameters that protect the bank and ensure profitability of the portfolio.
• Manage a portfolio of 250 high‑value NFP clients by cultivating relationships to ensure a seamless client experience throughout Chase.
• Understand the client’s short‑term and long‑term capital needs to identify and manage credit opportunities up to $250,000.
• Understand the client’s cash flow cycle to identify Cash Management, Card, and Payment Solutions, helping streamline and optimize processing efficiency; recommend ways to keep clients’ funds and accounts protected.
• Own client experience from end to end, engaging appropriate service teams to resolve issues; own survey results for all assigned clients; and know when to escape issues that require additional assistance or resolution.

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role, or related business experience.
• Strong Zoom/phone‑based and written communication skills with individuals at all levels internally and externally.
• Ability to proactively build relationships with clients and internal partners, and influence others in a fast‑paced environment to achieve desired outcomes.
• Ability to take initiative and develop rapport to build and maintain client relationships virtually; identify opportunities and issues by asking targeted questions to assess current client needs and goals; and assess and recommend viable and appropriate solutions for the client.
• General knowledge of core business products and services including deposit, lending, and cash management.
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

• Bachelor’s degree in Finance or related field, or equivalent work experience.
• Experience working with Not‑for‑Profit organizations and/or clients.

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 by role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation. 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.

We recognize that our people are our strength and that…