Business Relationship Manager Senior - Vice President

JPMorgan Chase & Co. • Miami, FL

3d

About The Position

The Business Relationship Manager Senior (Sr. BRM) in Business Banking manages and develops 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. It provides a high-touch client experience through relationship building and financial advice, while managing risk and acquiring new relationships through targeted prospecting and referrals.

The Sr. BRM serves approximately 70 business clients across stable, mature, growth, and 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 partners with internal teams and product specialists to deliver business and personal financial solutions, onboard clients, and build long-term primary banking relationships.

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.
• Knowledge of business credit underwriting and commercial credit training.
• Ability to use seasoned judgment to provide customized solutions that meet client needs and present proactive alternatives.
• 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, with sound judgment and the ability to navigate ambiguity.
• Strong relationship-building and 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.
• 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 priorities, 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.
• Deliver customized business banking solutions using expertise in business, finance, credit, and risk management; anticipate client needs through market and industry monitoring.
• Prospect for new clients, especially expanding businesses, and use centers of influence and referral networks to grow the portfolio.
• Partner across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase to originate opportunities and build primary banking relationships.
• Conduct regular in-person visits with clients, prospects, referrals, and centers of influence at their places of business to develop full financial relationships 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.
• Partner with treasury product specialists to onboard clients and deliver new accounts and products and services; use 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

• 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