Business Relationship Manager Senior - Vice President

JPMorgan Chase & Co. • Orlando, FL

4d

About The Position

As a Business Relationship Manager Senior (Sr. BRM) in Business Banking, you will manage and develop a portfolio of large, profitable business clients with annual revenue greater than $3 million. The role focuses on business development, acquiring deposits and balances, deepening product relationships, retaining and growing clients, and gaining referrals to increase primary bank share. You will provide a high-touch client experience through relationship building and financial advice, with attention to client experience and risk management, while retaining and deepening existing relationships and acquiring new ones through targeted prospecting and referrals.

You will manage approximately 70 clients across stable or mature and growth or expansion stages, provide business deposit and cash management solutions, and manage business credit opportunities up to approximately $15 million. You will work with business owners to understand their personal financial goals, collaborate with internal partners and product specialists, and help deliver appropriate business and personal banking solutions. Regular in-person visits to clients, prospects, referral sources, and centers of influence are part of the role. You will follow risk management protocols, control policies, 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.
• 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, with sound judgment and the ability to navigate ambiguity.
• Strong relationship-building and communication skills with people at all levels, internally and externally.
• Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently.
• Strong existing business network and/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 more than $10 million in revenue.
• Proficiency in Microsoft Office tools, including 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 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 business, finance, credit, and risk-management expertise to recommend profitable portfolio solutions and anticipate client needs through market and industry monitoring.
• Grow the portfolio by prospecting for new clients, particularly expanding businesses, and using 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 full 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 and deliver suitable personal financial solutions.
• Use knowledge of treasury products and partner with product specialists to onboard clients, deliver new accounts and products and services, leverage service teams, follow up after account opening, and establish digital capabilities.
• Follow sound risk-management protocols and control policies and comply with 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