Consultant Senior- Business Banking- Vice President

Location: Kansas City, MO, United States

Job Family: Banking

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and client success. As a Consultant Senior - Business Banking - Vice President in our Kansas City, MO office, you will play a pivotal role in empowering over 3 million small businesses nationwide with customized financial solutions. This position within the Commercial Banking division focuses on delivering high-touch advisory services to help entrepreneurs navigate growth, manage cash flow, and access capital in a dynamic economic landscape. Joining our team means becoming part of one of the world's most respected banks, where your expertise will drive tangible impact for clients and contribute to our mission of reimagining the financial industry. In this senior-level role, you will lead the origination and management of business banking relationships, leveraging JP Morgan Chase's extensive product portfolio including term loans, revolving credit facilities, deposit solutions, and digital treasury management tools. You will conduct in-depth financial reviews, structure deals that align with client goals, and mitigate risks while ensuring compliance with federal regulations. Based in Kansas City, you will engage with local businesses in sectors like manufacturing, real estate, and professional services, building a robust pipeline through proactive outreach and strategic partnerships. Your ability to translate complex financial concepts into actionable advice will be key to fostering long-term client loyalty and portfolio growth. We seek a seasoned professional with a passion for small business success and a deep understanding of the financial services ecosystem. This role offers the opportunity to thrive in a collaborative, high-energy environment supported by JP Morgan Chase's world-class resources, including advanced analytics platforms and cross-functional expertise. If you are ready to advance your career while making a difference in the heartland economy, apply today to join a team that values innovation, integrity, and excellence.

Key Responsibilities

• Develop and maintain a portfolio of small business clients by identifying needs and offering tailored financial solutions such as loans, lines of credit, and treasury services
• Conduct comprehensive financial analysis and credit underwriting to assess client risk and recommend appropriate products from JP Morgan Chase's suite of offerings
• Prospect and acquire new business banking relationships through networking, referrals, and targeted outreach in the Kansas City metropolitan area
• Collaborate with internal teams including credit risk, product specialists, and branch partners to deliver seamless client experiences
• Monitor client accounts for performance, compliance, and opportunities for cross-selling additional JP Morgan services like merchant processing or investment advisory
• Provide strategic advice to clients on cash management, capital structure, and growth financing to support their business objectives
• Ensure adherence to regulatory requirements, including KYC, AML, and fair lending practices in all client interactions
• Prepare and present business plans, market analyses, and performance reports to senior leadership
• Mentor junior team members and contribute to team goals in a high-performance environment
• Stay abreast of industry trends, economic conditions, and competitive landscape to inform client strategies

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in commercial banking, business development, or financial services
• Proven track record in originating and managing business banking relationships with small to mid-sized businesses
• Strong understanding of credit analysis, risk management, and financial statement review
• Active Series 6 and 63 licenses or willingness to obtain them
• Experience with CRM systems and financial modeling tools

Preferred Qualifications

• MBA or advanced degree in Finance
• Prior experience working at a major financial institution like JP Morgan Chase
• Knowledge of Midwest regional markets, particularly Kansas City business landscape
• Bilingual proficiency in Spanish or other languages relevant to diverse small business clients
• Certification in commercial lending or credit risk management (e.g., CCE or CRCM)

Required Skills

• Financial analysis and credit underwriting
• Business development and relationship management
• Knowledge of commercial banking products
• Risk assessment and mitigation
• Sales and negotiation techniques
• Proficiency in Microsoft Office Suite and financial software (e.g., Moody's, Bloomberg)
• CRM tools like Salesforce
• Regulatory compliance (KYC, AML, BSA)
• Strategic thinking and problem-solving
• Communication and presentation skills
• Analytical mindset with attention to detail
• Team collaboration and leadership
• Adaptability to market changes
• Customer-centric approach
• Time management and organizational skills

Benefits

• Comprehensive medical, dental, and vision insurance plans with multiple coverage options
• 401(k) retirement savings plan with generous company matching contributions up to 6%
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and performance-based annual bonuses
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Flexible work arrangements and hybrid options for work-life balance
• Access to JP Morgan's global mobility programs and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.