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Senior consultant • orange ca
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[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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 Extensive knowledge of business and credit underwriting with commercial credit training Experience owning / operating a small business
Business Banking Consultant Senior
If you want to have a positive impact on underserved small businesses in your community 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 solutions, education, and advice. You'll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.
Job Responsibilities
- Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
- Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; 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, 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 using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
- 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.
Required Qualifications, Capabilities, and Skills
Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experience
Preferred Qualifications, Capabilities, and Skills