Business Relationship Manager Senior Not for Profit - Vice President

JPMorgan Chase & Co.; Richardson (TX); Presencial; USD 110.000 - 160.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in Richardson, TX seeks a Senior Business Relationship Manager for Not-for-Profit clients.

You will manage existing relationships, develop strategies, and deliver tailored financial advice within a regulated banking framework. You will prospect for new Not-for-Profit clients, manage credit opportunities up to $40 million, and collaborate across teams to ensure seamless service and profitability of the portfolio.

Formación

• 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 requirements, laws, regulations, and risk management for Government Not-for-Profit client base; familiarity with RFP process and due diligence.
• Ability to identify innovative solutions to best serve client and/or manage risk.
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that meet client needs; monitors segment trends to anticipate client needs.

Responsabilidades

• Build collaborative relationships to provide best-in-class client advice and service; grow the portfolio.
• Serve as a trusted advisor for Not-for-Profit clients with tailored banking products and solutions.
• Manage a portfolio of clients; grow through prospecting and deepening relationships.
• Manage credit opportunities within portfolio up to $40 million.
• Utilize networks to identify and pursue new clients and cultivate long-term relationships.
• Understand client organizations and analyze growth opportunities to ensure profitability and risk controls.

Conocimientos

Relationship management

Credit underwriting

Regulatory knowledge

Risk management

Client advisory

Networking

Educación

Bachelor’s degree in Finance or related field

Descripción del empleo

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.