Business Relationship Manager Senior

JPMorgan Chase & Co. • Paradise, NV

3h • $123,500 - $170,000

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 high-touch financial advice and relationship management while balancing client experience with risk management.

The position serves approximately 70 business clients at stable/mature and growth/expansion stages. It 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. The Sr. BRM works with clients, prospects, referral sources, internal partners, and product specialists to develop full banking relationships and deliver appropriate business and personal financial solutions.

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 to achieve desired outcomes and use technology to interact with clients effectively and efficiently.
• Strong existing business network or demonstrated ability to build one through 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 Outlook, Excel, Word, and PowerPoint.
• In-depth knowledge of diverse business types, 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 and growth/expansion stages.
• Provide business deposit and cash management solutions, manage business credit opportunities up to approximately $15 million, and 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.
• Grow the portfolio by prospecting for new clients 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 clients, prospects, referrals, and centers of influence at their places of business to develop 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 appropriate personal financial solutions.
• Use treasury product knowledge and partner with product specialists to onboard clients and deliver accounts and services end to end.
• Leverage service teams, follow up after account opening, identify additional solutions, and establish clients’ digital capabilities.
• Follow 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