Business Relationship Manager Senior Acquisition - Vice President

Testing Site - JPMC; Atlanta (GA); On-site; USD 110,000 - 160,000; Full time

Job summary

Testing Site - JPMC in Atlanta is seeking a Senior Acquisition banker to manage a portfolio of large business clients, delivering customized financial solutions and high-touch advisory services. You will develop new relationships, deepen existing ones, and coordinate with product specialists to onboard and service clients.

You will leverage a strong local network and deep knowledge of deposits, cash management, and credit products to drive growth while adhering to risk and compliance standards.

Qualifications

• 5+ years in a Business Banking Relationship Management or related lending role.
• Strong local business network and community involvement.
• Proactive, self-directed with strong judgment and ambiguity navigation.
• Strong relationship-building and communication with diverse stakeholders.
• Knowledge of deposit, cash management, and business credit underwriting.

Responsibilities

• Acquire, retain and deepen a portfolio of 40–50 business clients and 60 prospects with revenue >$3M; manage deposits, cash management, and credit up to $15M.
• Offer tailored Chase banking solutions and a high-touch client experience.
• Grow the portfolio by prospecting new clients through referrals and centers of influence.
• Develop internal partnerships with Private Bank, Wealth Management, and other teams to uncover opportunities.
• Leverage market knowledge to identify client needs and deliver appropriate financial solutions.
• Build relationships with owners through in-person/virtual meetings to understand personal and business goals.
• Collaborate with product teams to onboard new accounts end-to-end and ensure service excellence.
• Maintain risk controls and regulatory compliance.

Skills

Business development

Relationship building

Negotiation skills

Communication skills

Financial advisory

Risk management

Client onboarding

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office (Outlook, Excel, Word, PowerPoint)

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) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior 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, while focusing on acquiring new relationships, retaining and deepening existing relationships.

Job Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40-50 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

• Minimum of 5 years’ 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
• 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
• Minimum of 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