Business Relationship Manager Senior Acquisition - Business Banking - Vice President
Company: JPMorgan Chase Bank, N.A.
Location: Whittier
Posted on: May 25, 2023
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Job Description:
Join the team providing financial solutions to large, profitable
businesses across the country at an innovative bank.
You are customer-focused, enjoy building relationships and
providing financial advice to clients. A role as a Business
Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM Sr.) - Acquisition
banker, you'll be developing and managing a portfolio of large
profitable business clients with annual revenue greater than -$3MM.
You will focus on business development, acquiring balances,
deepening product utilization, and gaining referrals to increase
primary bank share. As a Sr. Acquisition banker, you will provide a
high-touch experience by building relationships and providing
financial advice with a focus on client experience and risk
management. Business Banking is looking for an Acquisition banker
to focus on acquiring new relationships while also retaining and
deepening existing relationships.
Job Responsibilities
Acquire, retain and deepen a portfolio of approximately 40 business
clients and 60 prospects in a growth/expansion stage with annual
revenue greater than -$3 million; provide business deposit and cash
management solutions and manage business credit opportunities up to
$15 million; provide support to branch-based 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.
Grow portfolio by prospecting for new clients whose businesses are
in expansion mode; utilize extensive referral networks and centers
of influence to independently identify and pursue potential new
business clients, looking for ways to cultivate long-term primary
banking relationships. Develop strong referral network internally
in partnership with Private Bank, Asset Wealth Management, Middle
Market and One Chase to identify new opportunities for all
partners.
Leverage 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. Develop relationships with
clients, prospect and centers of influence through
in-person/virtual calls to understand the needs of the business and
its owners and develop the full financial relationship.
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.
Partner with product specialists to ensure clients are onboarded
seamlessly with end-to-end delivery of new accounts and full suite
of products and services. Leverage service team to deliver an
outstanding client experience.
Protect the firm by following sound risk management protocols and
control policies and adhering to regulatory requirements.
Required qualifications, capabilities, and skills
7 or more years of experience in a Business Banking Relationship
Management role or related business lending experience
Strong current business network; active involvement in community
organizations such as Chambers of Commerce, non-profit boards.
Demonstrates strong tactical business development and negotiation
skills. Self-directed, proactive, and creative; uses sound judgment
and navigates ambiguity to get things done.
Strong relationship-building 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.
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.
Ability to balance needs of clients with associated risks and
interests of the firm.
Excellent organizational skills and the ability to manage,
prioritize, work under pressure and meet tight deadlines.
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work
experience strongly preferred.
3+ years managing clients > $10+MM revenue
In-depth knowledge of diverse types of businesses, industries,
markets, financial and economic concepts.
Proficient in Microsoft Office tools including Outlook, Excel,
Word, and PowerPoint.
Chase is a leading financial services firm, helping nearly half of
America's households and small businesses achieve their financial
goals through a broad range of financial products. Our mission is
to create engaged, lifelong relationships and put our customers at
the heart of everything we do. We also help small businesses,
nonprofits and cities grow, delivering solutions to solve all their
financial needs.
We recognize that our people are our strength and the diverse
talents they bring to our global workforce are directly linked to
our success. We are an equal opportunity employer and place a high
value on diversity and inclusion at our company. We do not
discriminate on the basis of any protected attribute, including
race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status,
pregnancy or disability, or any other basis protected under
applicable law. In accordance with applicable law, we make
reasonable accommodations for applicants' and employees' religious
practices and beliefs, as well as any mental health or physical
disability needs.
The health and safety of our colleagues, candidates, clients and
communities has been a top priority in light of the COVID-19
pandemic. JPMorgan Chase was awarded the "WELL Health-Safety
Rating" for all of our 6,200 locations globally based on our
operational policies, maintenance protocols, stakeholder engagement
and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have
implemented various COVID-related health and safety requirements
for our workforce. Employees are expected to follow the Firm's
current COVID-19 or other infectious disease health and safety
requirements, including local requirements. Requirements include
sharing information including your vaccine card in the firm's
vaccine record tool, and may include mask wearing. Requirements may
change in the future with the evolving public health landscape.
JPMorgan Chase will consider accommodation requests as required by
applicable law.
We offer a competitive total rewards package including base salary
determined based on the role, experience, skill set, and location.
For those in eligible roles, discretionary incentive compensation
which may be awarded in recognition of individual achievements and
contributions. We also offer a range of benefits and programs to
meet employee needs, based on eligibility. These benefits include
comprehensive health care coverage, on-site health and wellness
centers, a retirement savings plan, backup childcare, tuition
reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be
provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Whittier,CA $99,750.00 - $155,000.00 / year
Keywords: JPMorgan Chase Bank, N.A., Whittier , Business Relationship Manager Senior Acquisition - Business Banking - Vice President, Accounting, Auditing , Whittier, California
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