Sacramento, CA30+ days ago
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. 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.