Business Relationship Manager Senior Acquisitions - Vice President

JPMorgan Chase • Batavia, IL

77d

About The Position

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

Requirements

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards.
• Demonstrates strong tactical business development and negotiation skills.
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done.
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.
• Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently.
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training.
• Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate.
• Balance needs of clients with associated risks and interests of the firm.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines.

Nice To Haves

• Bachelor's degree in Finance or related field, or equivalent work experience.
• Minimum of 3 years' managing clients >$10+MM revenue.
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.

Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to $15 million.
• Provide support to branch-based business bankers on sizeable business credit deals as needed.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode.
• Utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners.
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects.
• Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship.
• Understand the personal financial goals and needs of the owner(s).
• Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions.
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
• Leverage service team to deliver an outstanding client experience.
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements.

What This Job Offers

• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities