Business Relationship Manager Senior Deepening - Vice President

JPMorgan Chase & Co. • Lake Charles, LA

14h

About The Position

As a Business Relationship Manager Senior (BRM) 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 client experience through relationship building and financial advice, while deepening existing relationships and leveraging referrals to acquire new ones. The portfolio consists of approximately 80–100 stable or mature-stage business clients. The role provides business deposit and cash management solutions, manages business credit opportunities up to approximately $15 million, and supports branch-based business bankers with sizeable business credit deals as needed.

You will deliver customized business banking solutions based on clients’ financial needs and circumstances. The role calls for applying business, finance, banking, credit, and risk-management knowledge to recommend suitable, profitable solutions, develop prospects, and build a business network. You will meet with clients, referrals, and centers of influence in person or virtually, understand business owners’ personal financial goals, and work with branch, wealth management, private bank, and product specialists to deliver appropriate solutions. You will also support seamless onboarding, follow up after account opening, establish digital capabilities, and adhere to risk controls 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 with commercial credit training.
• Uses seasoned judgment to offer comprehensive, customized solutions; monitors and researches market and industry trends and business outcomes to anticipate client needs; and presents proactive solutions and innovative alternatives when appropriate.
• Ability to anticipate clients’ 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 under pressure and meet tight deadlines.
• Self-directed, proactive, and creative, 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 managing clients with revenue greater than $10 million.
• Proficiency with 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 80–100 stable or mature-stage business clients with annual revenue greater than approximately $5 million.
• 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.
• Deliver comprehensive, customized business banking solutions tailored to each client’s financial needs and circumstances.
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote appropriate solutions while supporting portfolio profitability.
• Use knowledge of businesses, industries, markets, financial and economic concepts, and creative marketing techniques to develop a business network and prospects using Chase resources and materials.
• Conduct regular in-person or virtual calls with 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 knowledge of treasury products and partner with product specialists to onboard clients, deliver accounts and services, 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 determined by role, experience, skill set, and location.
• 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