Business Relationship Manager Senior Deepening - Vice President
Business Relationship Manager Senior Deepening - Vice President
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Job Description
If you are customer focused enjoy building relationships and providing financial advice to your clients then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking youll be managing a portfolio of large profitable business clients with annual revenue greater than $5MM. Youll focus on deposit acquisition product deepening client retention and growth and gaining referrals to increase primary bank share. As a Senior Deepening banker you will provide a hightouch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
- Manage retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than $5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branchbased business bankers on sizeable business credit deals as needed
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Use knowledge of business finance banking credit and risk management to identify recommend and promote solutions that best serve the client and ensure the profitability of the knowledge of diverse types of businesses industries markets financial and economic concepts as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
- Regularly conduct inperson/virtual calls with existing clients referrals and centers of influence at their places of business looking for ways to cultivate longterm primary banking relationships
- Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
- Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure endtoend delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications capabilities and skills
- Minimum of 5 years experience in a Business Banking Relationship Management role or related business lending experience
- Strong knowledge of deposit and cash management products and services and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
- Demonstrated ability to anticipate clients issues own problems on clients behalf and follow through with commitments
- Strong relationshipbuilding and excellent communication skills with individuals at all levels internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
- Excellent organizational skills and the ability to manage prioritize work under pressure and meet tight deadlines
- Selfdirected proactive and creative; uses sound judgment and navigates ambiguity to get things done
- Balance needs of clients with associated risks and interests of the firm
Preferred qualifications capabilities and skills
- Bachelors degree in Finance or related field or equivalent work experience
- Minimum of 3 years managing clients >$10MM revenue
- Proficient in Microsoft Office tools including Outlook Excel Word and PowerPoint
- Indepth knowledge of diverse types of businesses industries markets financial and economic concepts
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.
Required Experience:
Chief
Employment Type
Full-Time
