Business Relationship Manager Senior Deepening - Vice President

JPMorgan Chase & Co. • Deerfield Beach, FL

3d

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 to increase primary bank share. The banker provides a high-touch client experience through relationship building and financial advice, while managing risk and deepening existing relationships as well as leveraging referrals to acquire new ones.

The position manages approximately 100 clients in stable or mature stages, providing business deposit and cash management solutions and managing business credit opportunities up to approximately $15 million. The banker delivers customized banking solutions, collaborates with product specialists and internal partners, and follows risk management protocols and regulatory requirements.

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 comprehensive, customized client 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 people 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 priorities, 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 interests of the firm.

Nice To Haves

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• At least 3 years’ 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 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 tailored 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.
• Use knowledge of businesses, industries, markets, financial and economic concepts, and marketing techniques to develop a business network and prospects.
• Conduct regular in-person or virtual calls with clients, referrals, and centers of influence 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 appropriate personal financial solutions.
• Use treasury product knowledge and collaborate with product specialists to onboard clients and deliver accounts, products, and services end to end.
• Follow up after account opening to identify additional solutions and establish clients’ 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 determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of 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