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.
Reporting to the Process Improvement Manager, Vice President (VP), the Sales Strategy Support Analyst II will support strategic direction and operational improvement efforts for lending operations. The Sales Strategy Support Analyst II will serve as a trusted thought partner to senior stakeholders and have an essential function in developing our new and existing employees to be more efficient and effective in their roles.
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Job Responsibilities:
- Subject matter expert for specific functions, programs and processes
- Gain deep understanding of lending processes to develop efficiencies across the business, including optimization strategies, client experience and product improvement
- Collaborate with cross-functional partners to help influence, design, and develop strategic processes and support the enhancement of end-to-end value chains across the firm
- Create training material and lead annual recertification process
- Facilitate training courses for new hire onboarding, existing employee refresher learning and new process implementation
- Develop quizzes and other resources to measure training effectiveness and monitor cohort performance
- Manage system access for new hire onboarding
- Ensure quality and timeliness of deliverables
Required Qualifications, Capabilities, and Skills:
- Minimum of 2 years of equivalent experience
- General quantitative, analytical, and organizational skills with an ability to execute on multiple fronts at the same time
- Strong critical thinking and problem-solving skills, as well as a capacity to learn quickly and develop new strategic frameworks in complicated environments
- Self-starter with the ability to work autonomously in a fast-paced environment and with great attention to detail
- Strong communication skills (verbal and written) with individuals across different Lines of Business and among senior leadership
- Expert in Microsoft Excel and PowerPoint, and possesses executive presentation skills
- Ability to travel as needed
Preferred Qualifications, Capabilities, and Skills:
- Experience with Tableau and/or other analytical reporting software
- Knowledge of lending origination processes
- Business coaching and/or prior training experience
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 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.