Business Relationship Manager Senior Deepening - Vice President

JPMorgan Chase & Co. • Houston, TX

7d

About The Position

As a Business Relationship Manager Senior 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 to increase primary bank share. You will provide a high-touch experience through relationship building and financial advice, with an emphasis on client experience and risk management. You will deepen existing relationships and use referrals to acquire new ones.

The portfolio consists of approximately 80–100 businesses in a stable or mature stage. You will 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. You will also assess business owners’ personal financial needs and coordinate with branch, wealth management, private bank, and product specialists to deliver relevant solutions.

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 trends; 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 individuals at all levels, internally and externally.
• Ability to influence others, 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, with 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 business types, industries, markets, and financial and economic concepts.

Responsibilities

• Manage, retain, and deepen a portfolio of approximately 80–100 stable or mature 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 customized business banking solutions suited to clients’ financial needs and circumstances.
• Use business, finance, banking, credit, and risk-management knowledge to recommend solutions that serve clients and support portfolio profitability.
• Apply 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 new accounts and products, 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.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in 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