Business Relationship Manager Senior - Vice President

JPMorganChase • Orlando, FL

3d

About The Position

The Senior Business Relationship Manager (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.

The Sr. BRM provides a high-touch client experience by building relationships and offering financial advice, while focusing on client experience and risk management. The position involves retaining and deepening existing relationships and acquiring new relationships through targeted prospecting and referrals. The portfolio includes approximately 70 business clients at stable, mature, growth, or expansion stages, and the role manages business credit opportunities up to approximately $15 million.

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.
• Seasoned judgment to provide customized solutions that meet client needs and present proactive alternatives.
• Ability to anticipate client issues, take ownership of 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, achieve desired outcomes, 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 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, across stable, mature, growth, and expansion stages.
• Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; support branch-based bankers on sizeable business credit deals as needed.
• Deliver customized business banking solutions aligned to 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, particularly expanding businesses, and leveraging centers of influence and referral networks.
• Partner across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase to originate opportunities and build long-term primary banking relationships.
• Conduct regular in-person visits with existing 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; use knowledge of personal banking products and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate solutions.
• Use knowledge of treasury products and partner with product specialists to onboard clients, deliver new accounts and products and services end to end, and leverage service teams to support the client experience.
• Follow up 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.

What This Job Offers

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