Business Relationship Manager Senior Deepening - Vice President

JPMorganChase•Lake Charles, LA

About The Position

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you will manage 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. You will provide a high-touch client experience through relationship building and financial advice, with emphasis on client experience and risk management. The role also involves deepening existing relationships and using referrals to acquire new ones.

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.
Seasoned judgment to offer comprehensive, customized solutions; monitor and research market, industry, and business outcome trends; 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 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 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 80–100 business clients in stable or mature stages, 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 customized business banking solutions suited to clients’ financial needs and circumstances.
Use 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 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; use knowledge of personal banking products and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate solutions.
Use 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.
Protect the firm by following risk management protocols and control policies and adhering to regulatory requirements.