Business Relationship Manager Senior Deepening - Vice President

JPMorganChase•Baton Rouge, LA

26d

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, referrals, and increasing primary bank share. The banker delivers a high-touch client experience through relationship-building and financial advice, while prioritizing risk management and developing existing relationships as well as new ones through referrals. The position manages approximately 80–100 clients in stable or mature stages, provides business deposit and cash management solutions, and manages business credit opportunities up to approximately $15 million. The banker also supports branch-based business bankers with sizeable business credit deals as needed. Working with internal partners and product specialists, the role delivers business and personal banking solutions, treasury products, and a seamless onboarding experience.

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.
Use seasoned judgment to offer comprehensive, customized solutions that meet client needs; monitor and research market and industry trends and business outcomes; anticipate client needs; and present proactive solutions and innovative alternatives when appropriate.
Demonstrated ability to anticipate client issues, own problems on clients’ behalf, and follow through on 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 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 managing clients with revenue greater than $10 million.
Proficiency 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 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 clients’ financial needs and circumstances.
Use business, finance, banking, credit, and risk-management knowledge to identify, recommend, and promote suitable solutions while ensuring portfolio profitability.
Use knowledge of businesses, industries, markets, financial and economic concepts, and marketing techniques, along with Chase resources, to develop a business network and prospects.
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 personal banking product knowledge and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate solutions.
Use treasury product knowledge and partner with product specialists to onboard clients and deliver new accounts and a full suite of products and services.
Follow up with clients after account opening to identify additional solutions and establish digital capabilities.
Protect the firm by following risk-management protocols and control policies and adhering to regulatory requirements.