Not-for-Profit Banking Relationship Manager

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Not-for-Profit Business Solutions Banker to support nonprofit clients with financial solutions, education and advice.

You will manage a portfolio of NFP clients, building relationships and delivering tailored banking services to enhance efficiency and client experience. The role emphasizes proactive client engagement, expertise in cash management and lending, and coordination with internal teams to provide integrated financial solutions, while

Qualifications

• Minimum 3 years in a Business Banking Relationship Management or portfolio management role.
• Bachelor’s degree in Finance or related field preferred.
• Experience with Not-for-Profit clients is a plus.

Responsibilities

• Deliver outstanding experience to NFP clients with tailored banking solutions.
• Plan and conduct agenda-based meetings to assess needs and growth opportunities.
• Identify, promote, and implement solutions within risk parameters.
• Manage a portfolio of 250 high-value NFP clients and cultivate relationships.
• Understand client capital needs to identify credit opportunities up to $250,000.
• Understand cash flow cycles to optimize cash management and payment solutions.

Skills

Communication

Relationship-building

Not-for-Profit experience

Zoom/Written communication

Education

Bachelor’s degree in Finance or related field

Tools

MS Office

Zoom

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking a Not-for-Profit Business Solutions Banker to support nonprofit clients with financial solutions, education and advice.

You will manage a portfolio of NFP clients, building relationships and delivering tailored banking services to enhance efficiency and client experience. The role emphasizes proactive client engagement, expertise in cash management and lending, and coordination with internal teams to provide integrated financial solutions, while