Business Relationship Manager Senior Deepening - Vice President

JPMorgan Chase & Co. • West Palm Beach, FL

5d

About The Position

The Business Relationship Manager Senior Deepening banker works in Business Banking, managing a portfolio of large, profitable business clients with annual revenue greater than approximately $5 million. The role focuses on deposit acquisition, product deepening, client retention and growth, and referrals that increase primary bank share. The banker provides a high-touch client experience through relationship building and financial advice, while deepening existing relationships, acquiring new relationships through referrals, and managing risk.

The position manages approximately 100 stable or mature-stage business clients, provides deposit and cash management solutions, and manages business credit opportunities up to approximately $15 million. It also supports branch-based business bankers on sizeable credit deals as needed. The role works with product specialists and partners across Branch, Wealth Management, and Private Bank to deliver business and personal financial solutions, onboard accounts and services, and establish clients’ digital capabilities.

Requirements

• At least 5 years of experience in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of deposit and cash management products and services.
• Knowledge of business credit underwriting and commercial credit training.
• Ability to use seasoned judgment to provide customized solutions, monitor and research market and industry trends and business outcomes, anticipate client needs, and present proactive solutions and alternatives.
• Ability to anticipate client issues, take ownership of problems on clients’ behalf, and follow through on commitments.
• Strong relationship-building and communication skills with individuals at all levels, internally and externally.
• Ability to influence others to achieve desired outcomes and use technology to interact with clients effectively and efficiently.
• Excellent organizational skills and ability to manage and prioritize work, perform under pressure, and meet tight deadlines.
• Self-directed, proactive, and creative approach; sound judgment and ability to navigate ambiguity.
• Ability to balance client needs with associated risks and the interests of the firm.

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 more than $10 million in revenue.
• Proficiency in Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.
• In-depth knowledge of diverse types of businesses, industries, markets, and financial and economic concepts.

Responsibilities

• Manage, retain, and deepen a portfolio of approximately 100 stable- or mature-stage business clients with annual revenue greater than approximately $5 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million.
• Support branch-based business bankers on sizeable business credit deals as needed.
• Deliver comprehensive, customized business banking solutions tailored to each client’s financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote client solutions while ensuring portfolio profitability.
• Use knowledge of businesses, industries, markets, financial and economic concepts, and marketing techniques to develop a business network and prospects using Chase resources and materials.
• Conduct regular in-person or virtual calls with existing clients, referrals, and centers of influence at their places of business to cultivate long-term primary banking relationships.
• Understand business owners’ personal financial goals and needs and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate personal financial solutions.
• Use treasury product knowledge and partner with product specialists to onboard clients, deliver accounts and services end to end, follow up after account opening, identify additional solutions, and establish digital capabilities.
• Protect the firm by following risk management protocols and control policies and adhering to regulatory requirements.

Benefits

• Competitive total rewards package, including base salary.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, paid as 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