Business Banking Consultant Senior
On-site · Sacramento, California, United States
Job Summary
As a Senior Business Banking Consultant, you will lead business development efforts in the underserved community segment, building and managing relationships with entrepreneurs, CDFIs, nonprofits, and community organizations; collaborate with Chase partners across branches, wealth management, lending, and merchant services to deliver tailored banking solutions that meet client needs while driving portfolio profitability; leverage market insights to identify opportunities, educate clients, and provide proactive financial guidance; requires strong relationship management, negotiation, and the ability to develop and execute strategies across multiple lines of business.
Required Qualifications
- 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: Extensive knowledge of business and credit underwriting with commercial credit training
- Experience owning / operating a small business
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