Business Relationship Manager Senior

JPMorgan Chase & Co. • Seattle, WA

9h • $128,250 - $190,000

About The Position

As a Business Relationship Manager Senior (Sr. BRM) in Business Banking, you will manage and develop a portfolio of large, profitable business clients with annual revenue greater than $3 million. The role focuses on business development, deposit and balance acquisition, product deepening, client retention and growth, and referrals to increase primary bank share. You will provide a high-touch client experience through relationship building and financial advice, while managing risk, strengthening existing relationships, and acquiring new relationships through targeted prospecting and referrals.

The Sr. BRM serves approximately 70 business clients across stable or mature and growth or expansion stages. The role provides business deposit and cash management solutions, manages business credit opportunities up to approximately $15 million, and supports branch-based bankers on sizeable business credit deals as needed. It involves frequent in-person visits, collaboration with internal partners and product specialists, and attention to clients’ business and personal financial needs.

Chase offers a competitive total rewards package, with base salary determined by role, experience, skill set, and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation. Benefits and programs vary based on eligibility and include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

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 business credit underwriting, including commercial credit training.
• Ability to use seasoned judgment to provide customized solutions that meet client needs and present proactive alternatives.
• Demonstrated ability to anticipate client issues, own problems on clients’ behalf, and follow through on commitments.
• Strong tactical business development and negotiation skills; self-directed, proactive, and creative approach; sound judgment and ability to navigate ambiguity.
• Strong relationship-building and communication skills with individuals at all levels, internally and externally; ability to influence others and use technology to interact with clients effectively and efficiently.
• Strong existing business network or demonstrated ability to build one through active involvement in relevant community organizations and centers of influence.
• Excellent organizational skills and ability to manage and prioritize work under pressure, meet tight deadlines, and balance client needs with risk and firm 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 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, and financial and economic concepts.

Responsibilities

• Acquire, retain, and deepen a portfolio of approximately 70 business clients with annual revenue greater than $3 million, providing deposit and cash management solutions and managing business credit opportunities up to approximately $15 million.
• Support branch-based bankers on sizeable business credit deals as needed.
• Provide customized business banking solutions aligned with client needs, using expertise in business, finance, credit, and risk management to recommend profitable portfolio solutions and anticipate needs through market and industry monitoring.
• Grow the portfolio by prospecting for new clients and leveraging centers of influence and referral networks, partnering across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase.
• Conduct regular in-person visits with existing clients, prospects, referrals, and centers of influence to develop the full financial relationship and increase primary bank share.
• 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 knowledge of treasury products and partner with product specialists to onboard clients, deliver new accounts and products and services, leverage service teams, follow up after account opening, identify additional solutions, and establish digital capabilities.
• Follow sound risk management protocols and control policies and adhere to regulatory requirements.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity

What This Job Offers

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