Sales Strategy & Support Manager

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Company: JP Morgan Chase & Co.

Location: Houston, TX 77084

Description:

Job Description

The Business Banking Lending Originations and Cash Management team (LO&CM) is a customer-focused team comprised of subject matter experts across conventional lending, SBA, and Cash Management who play a key role in supporting both our clients and our internal partners. Planning, execution and continuous improvement are critical to the team's success.

As a Sales Strategy & Support Manager in Business Banking you will lead a team of associates in executing innovative initiatives and overseeing ongoing processes that improve the efficiency and effectiveness of the Chase Small Business Administration (SBA) program and its employees. In this role, you will act as a trusted advisor to the Executive Director of the SBA Support team, collaborating on joint initiatives to support and advance business objectives.

Job Responsibilities:
  • Attain a comprehensive understanding of the SBA program to drive business efficiencies, including optimization strategies, client experience enhancements, and product improvements.
  • Lead and execute projects focused on business growth and SBA program enhancement within Business Banking, such as the digitization of the loan process.
  • Collaborate with diverse business functions to implement changes and improvements, covering risk management, product development, data analytics, change management, banker tools, marketing, and technology.
  • Cultivate expertise across various functions and business areas, providing strategic recommendations for improvement and enhancement.
  • Conduct research and investigation into control and process issues, developing summaries, key findings, and recommendations to minimize risk and enhance efficiency.
  • Lead the team in analyzing and reporting overall performance against SLAs, KPIs, and project goals, highlighting risks when necessary.
  • Craft and deliver compelling narratives across both written and verbal mediums to influence executive stakeholders on key business decisions and major change initiatives.
  • Ensure the quality and timeliness of deliverables, influencing, designing, and developing strategic processes.
  • Act as a recognized culture carrier, leading with consistency, integrity, and humility.

Required Qualifications, Capabilities, and Skills:
  • In-depth knowledge and experience in Financial Services, Business Banking, Lending (SBA), and strategic operations and product development.
  • Exceptional time management and planning skills, with the ability to independently coordinate multiple tasks simultaneously while being supportive and creative.
  • Strong influencing and communication abilities across all levels of stakeholders, fostering robust partnerships with various teams to achieve results.
  • Proven experience in leading teams focused on strategy, process improvement, or change management.
  • Proficiency in Pitch Pro and/or Microsoft Office tools, including Excel and PowerPoint.
  • Willingness and ability to travel as required (up to 10%).

Preferred Qualifications, Capabilities, and Skills:
  • 7+ years of relevant work experience; 3+ years managing teams
  • Demonstrated ability to delve into details, ask probing questions, and challenge existing processes to drive improvements.
  • Skilled in identifying root causes of issues and driving resolutions, effectively managing escalations and ensuring thorough follow-through. Capable of partnering with internal teams to resolve challenges.
  • Expertise in analyzing, assessing, and developing business initiatives within the small business lending sector.
  • Proficient in cultivating strong relationships with internal partners and influencing stakeholders beyond direct management control.
  • Proven ability to prioritize tasks, meet tight deadlines, and maintain high attention to detail while ensuring quality deliverables.


About Us

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 based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. 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. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

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