Business Relationship Manager Senior Not for Profit

JPMorgan Chase & Co.; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in San Diego seeks a seasoned Business Relationship Manager Senior Not-for-Profit to guide client strategies and deliver tailored banking solutions.

You will manage Not-for-Profit client portfolios, grow relationships, and oversee credit opportunities up to $40 million while complying with risk and regulatory requirements. This role emphasizes advisory expertise and a strong community network.

Qualifications

• Minimum of 8 years' experience in business banking relationship management or related lending.
• Bachelor's degree in Finance or related field or equivalent work experience.
• Knowledge of Government Not-for-Profit client base rules and risk management.
• Ability to identify innovative solutions and proactive client recommendations.
• Strong leadership and community network in local Not-for-Profit sectors.

Responsibilities

• Build relationships to provide tailored business banking products and solutions.
• Manage a portfolio of Not-for-Profit clients and grow it.
• Oversee credit opportunities within portfolio up to $40 million.
• Leverage networks to identify new clients and opportunities.
• Understand client organizations and risks to ensure profitability.
• Ensure compliance with risk and regulatory requirements.

Skills

Relationship management

Financial analysis

Not-for-profit banking

Client advisory

Education

Bachelor's degree in Finance or related field

Job description

If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.

As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection. You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.

Job Responsibilities

• Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
• Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
• Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
• Manage credit opportunities within assigned portfolio up to $40 million
• Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
• Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 8 years' experience in business banking relationship management role or related business lending experience
• Bachelor's degree in Finance or related field, or equivalent work experience
• Knowledge of the unique requirements, laws, regulations, and risk management for Government Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
• Able to identify innovative solutions to best serve client and/or manage risk
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
• Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards

Preferred qualifications, capabilities, and skills

• Expert knowledge of business, credit underwriting with commercial credit training.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries