Business Relationship Manager Senior - Deepening- Vice President

JPMorgan Chase & Co. • Tempe, AZ

2d

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 that increase primary bank share. The Sr. BRM provides high-touch financial advice and relationship management while prioritizing client experience and risk management, retaining and deepening existing relationships, and acquiring new clients through targeted prospecting and referrals.

The role serves approximately 70 business clients across stable or mature and growth or expansion stages. It delivers business deposit and cash management solutions and manages business credit opportunities up to approximately $15 million, while supporting branch-based bankers on sizeable business credit deals as needed. The Sr. BRM works with partners across Chase to build long-term primary banking relationships, visits clients and prospects in person, coordinates delivery of treasury and personal financial solutions, and follows 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 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, 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 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 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 and growth/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, drawing on expertise in business, finance, credit, and risk management to recommend profitable portfolio solutions and anticipate client needs through market and industry monitoring.
• Prospect for new clients, particularly expanding businesses, and leverage 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 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, and work with Branch, Wealth Management, and Private Bank partners to identify and deliver appropriate personal financial solutions.
• Use knowledge of treasury products and partner with product specialists to onboard clients, ensure end-to-end delivery of accounts and products, leverage service teams, 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 and, for eligible roles, 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