Business Banking Field Finance - Executive Director
Job Description
Are you ready to drive results and shape the future of Business Banking at one of the world’s most respected financial institutions? Join our Business Banking Sales Finance team as an Executive Director, where you’ll lead with vision, influence key business outcomes, and support a national salesforce of over 3,000 bankers. This is a high-visibility, high-impact role—perfect for a strategic, proactive leader who thrives on complexity and autonomy.
As an Executive Director in Business Banking Field Finance you will lead a high-performing team responsible for delivering insightful reporting and analysis that influences business results. You will champion process improvements and automation initiatives to drive efficiency and reduce cycle times. In this role, you will oversee strategic projects and collaborate closely with Field Finance peers and partners across the broader Business Bank Finance organization. Your primary focus will be on reporting and analyzing the growth and productivity of the business banking salesforce, providing actionable financial insights that shape key decisions. You will serve as a trusted advisor to the Business Banking Field CFO and Business Management partners, offering critical input into the drivers of Business Banking outcomes and helping to steer the business toward continued success.
Job Responsibilities:
- Manage a global team of 11, overseeing financial reporting, analysis, and day-to-day support for the Business Banking Sales Team.
- Champion process improvements and automation to streamline operations, minimize cycle times, and deliver new, forward-looking analyses that inform business strategy.
- Serve as a trusted advisor to Business Banking field leadership, aligning reporting, economic profitability, and scorecards to evaluate and drive strategic priorities.
- Oversee the development and production of field performance reporting packages and key management reports on banker productivity for over 500 field leaders.
- Conduct ad-hoc financial analysis for senior management, develop presentation materials, and drive meaningful, effective discussions to facilitate informed decision-making.
- Work cross-functionally with CCB field finance, business/segment partners, and key stakeholders (Compensation, HR, Legal, Controls, Risk) to deliver results.
- Partner with the Finance Data and Insights product team to enhance field performance reporting and transform leadership scorecards.
- Uphold superior controls and resiliency standards, ensuring disciplined expense management and sound investment in people.
- Anticipate needs, take initiative, and act decisively to move the business forward.
Required qualifications, capabilities, and skills:
- Deep financial acumen and a passion for solving complex problems with data-driven insights
- Comfortable working independently, managing multiple priorities, and delivering results in a dynamic environment
- Skilled at building relationships and influencing stakeholders at all levels, from front-line bankers to C-suite executives
- Energized by ambiguity and the opportunity to create and implement new processes and analyses
- 8+ years of progressive leadership in Finance, Analytics, or Business Management
- Bachelor’s Degree in Finance, Statistics, Accounting, or related field
- Proficiency in Excel, PowerPoint, and data analytics; experience with data mining and manipulation
- Strong analytical, problem-solving, and planning skills
- Experience with process improvement, automation, and working with Product teams
- Excellent written, verbal, and presentation skills; ability to tell a story with data
- Highly organized, detail-oriented, and solutions-focused
Preferred qualifications, capabilities, and skills:
- Direct report management preferred
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.
Global Finance & Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.
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