Business Relationship Manager Senior Deepening - Vice President

JPMC Candidate Experience page • Tempe, AZ

131d

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) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening 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 deepening existing relationships and leveraging referrals to acquire new relationships.

Requirements

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training.
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments.
• 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.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines.
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done.
• Balance needs of clients with associated risks and interests of the firm.

Nice To Haves

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

Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $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.
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
• 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.
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships.
• 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.
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services.
• Follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree