Business Relationship Manager Senior - Deepening - Vice President

JPMorganChase • Minneapolis, MN

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 that increase primary bank share.

The Sr. BRM provides a high-touch client experience by building relationships and offering financial advice, while managing risk. The position includes retaining and deepening existing relationships and acquiring new ones through targeted prospecting and referrals. The role serves approximately 70 business clients across stable or mature and growth or expansion stages, provides deposit and cash management solutions, and 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.
• Knowledge of business credit underwriting and commercial credit training.
• 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 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’ experience managing clients with more than $10 million in revenue.
• 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.
• 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 and use business, finance, credit, and risk-management expertise to recommend profitable portfolio solutions and anticipate client needs.
• Grow the portfolio by prospecting for new clients, particularly expanding businesses, and leveraging centers of influence and referral networks.
• Partner with Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase to originate opportunities and develop 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 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 appropriate personal financial solutions.
• Use treasury-product knowledge and work with product specialists to onboard clients, deliver accounts and products, follow up after account opening, identify additional solutions, and establish digital capabilities.
• Leverage service teams to deliver an outstanding client experience.
• Follow risk-management protocols and control policies and adhere to regulatory requirements.

What This Job Offers

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