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Business Relationship Manager Senior Acquisition - Business Banking - Vice President

Company: JPMorgan Chase
Location: Whittier
Posted on: May 26, 2023

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, Whittier , Business Relationship Manager Senior Acquisition - Business Banking - Vice President, Executive , Whittier, California

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