Business Relationship Manager Senior Acquisition - Vice President

JPMorgan Chase & Co. • West Palm Beach, FL

12h

About The Position

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you will develop and manage a portfolio of large, profitable business clients with annual revenue greater than approximately $3 million. The role focuses on business development, acquiring balances, deepening product utilization, and generating referrals to increase primary bank share. You will provide high-touch financial advice and relationship management, focusing on client experience and risk management while acquiring new relationships and retaining and deepening existing ones.

The portfolio includes approximately 40 business clients and 60 prospects in a growth or expansion stage. You will provide business deposit and cash management solutions, manage business credit opportunities up to $15 million, and support branch-based business bankers on sizeable business credit deals as needed. You will work across Chase and with product and service teams to deliver tailored business and personal financial solutions to clients and business owners.

Requirements

• At least 5 years of experience in a Business Banking Relationship Management role or related business lending experience.
• A strong current business network and active involvement in community organizations, such as Chambers of Commerce or nonprofit boards.
• Strong tactical business development and negotiation skills; self-directed, proactive, creative, and able to use sound judgment and navigate ambiguity.
• Strong relationship-building and communication skills with individuals at all levels, internally and externally; ability to influence others and use technology to interact with clients effectively and efficiently.
• Strong knowledge of deposit and cash management products and services, business credit underwriting, and commercial credit training.
• Ability to provide comprehensive, customized solutions, monitor and research market and industry trends and business outcomes, anticipate client needs, and present proactive solutions and alternatives.
• Ability to balance client needs with associated risks and the interests of the firm.
• Excellent organizational skills and ability to manage and prioritize work, perform under pressure, and meet tight deadlines.

Nice To Haves

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• At least 3 years of experience managing clients with revenue greater than $10 million.
• In-depth knowledge of diverse types of businesses, industries, markets, and financial and economic concepts.
• Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint.

Responsibilities

• Acquire, retain, and deepen a portfolio of approximately 40 business clients and 60 prospects with annual revenue greater than approximately $3 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to $15 million.
• Support branch-based business bankers on sizeable business credit deals as needed.
• Deliver customized business banking solutions tailored to clients’ financial needs and circumstances.
• Grow the portfolio by prospecting for new clients, using referral networks and centers of influence to identify and pursue potential clients and cultivate long-term primary banking relationships.
• Develop internal referral relationships with Private Bank, Asset Wealth Management, Middle Market, and One Chase partners to identify opportunities.
• Use knowledge of businesses, industries, markets, financial and economic concepts, and marketing techniques to develop a business network and prospects.
• Build relationships with clients, prospects, and centers of influence through in-person and virtual calls to understand business and owner needs and develop the full financial relationship.
• Understand business owners’ personal financial goals and needs, and work with Branch, Wealth Management, and Private Bank partners to identify and deliver suitable personal financial solutions.
• Partner with product specialists to ensure seamless client onboarding and delivery of new accounts and products and services; use the service team to deliver a strong client experience.
• Follow sound risk management protocols and control policies and comply with regulatory requirements.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed