Business Relationship Manager Senior Deepening - Vice President

JPMorganChase • Fort Worth, TX

2d

About The Position

The Business Relationship Manager Senior Deepening banker in Business Banking manages 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 and leveraging referrals to acquire new ones. The role also emphasizes client experience, portfolio profitability, and risk management.

Requirements

• At least 5 years of experience in Business Banking Relationship Management or related business lending.
• 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 comprehensive, customized solutions; monitor and research market and industry trends and business outcomes; anticipate client needs; and present proactive solutions and alternatives.
• Demonstrated ability to anticipate client issues, take ownership of problems on clients’ behalf, and follow through on commitments.
• Strong relationship-building and communication skills with people 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 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 firm’s interests.

Nice To Haves

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

Responsibilities

• Manage, retain, and deepen a portfolio of approximately 100 stable or mature business clients with annual revenue greater than approximately $5 million.
• Provide business deposit and cash management solutions, manage business credit opportunities up to approximately $15 million, and support branch-based business bankers on sizeable business credit deals as needed.
• Deliver comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to recommend solutions that serve clients and support portfolio profitability.
• Use knowledge of businesses, industries, markets, financial and economic concepts, and creative 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.
• Apply knowledge of treasury products and partner with product specialists to onboard clients, deliver accounts and products end to end, follow up after account opening, identify additional solutions, and establish digital capabilities.
• Follow sound risk management protocols and control policies and comply with regulatory requirements.

What This Job Offers

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