Relationship Manager Area Manager - Executive Director

Testing Site - JPMC; Boston (MA); On-site; USD 120,000 - 190,000; Full time

Job summary

JPMorgan Chase in Boston is seeking an Area Manager for Business Banking to lead a team of Business Relationship Managers in building new deposit, cash management, and credit business while strengthening client relationships and managing risk.

The role requires guiding performance, driving revenue, and collaborating with partners across Chase lines of business to deliver integrated solutions for commercial clients; travel is required to connect with teams and clients.

Qualifications

• Minimum of 7 years’ experience in a Business Banking Relationship Management role or related business lending.
• Expert knowledge of deposit, cash management, and business credit underwriting.
• Strong communication skills with individuals at all levels.
• Ability to analyze reports and data to identify trends and opportunities.
• Proven ability to build collaborative relationships and lead through change.
• Ability to balance client needs with risk and regulatory requirements.
• Willingness to travel occasionally for key meetings.

Responsibilities

• Provide leadership and guidance to BRMs within a territory to develop new deposit, cash management, and credit business.
• Manage performance and accountability for achieving business priorities with focus on client experience and risk.
• Oversee area revenue, profitability, and adherence to credit quality and regulatory requirements.
• Coach the team on portfolio management, loan structuring, pricing, and developing customized solutions.
• Build relationships with partners across Chase lines of business to foster a One Chase culture.
• Recruit and develop diverse talent, creating an inclusive team environment.

Skills

Leadership

Relationship Management

Communication

Analytics

Risk Management

Change Leadership

Time Management

Education

Bachelor's degree in Finance

Equivalent work experience

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Outlook

Job description

If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you.

As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers (BRM) in developing new business and deepening existing relationships to position JPMorgan Chase as the primary bank for our clients.

Job responsibilities

• Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
• Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
• Manage the area’s revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics while monitoring team performance, identify trends, and address or escalation issues in a timely manner
• Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
• Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
• Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
• Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment

Required qualifications, capabilities, and skills

• Minimum of 7 years’ experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
• Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
• Strong communication skills with individuals at all levels, internally and externally
• Analyze reports, metrics, and other data to identify trends, issues, and opportunities
• Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
• Balance needs of clients with associated risks and interests of the firm, and consistently use a disciplined process to manage time; use time strategically to balance long‑term and day‑to‑day demands of management role
• Travel occasionally for key business and leadership meetings and training

Preferred qualifications, capabilities, and skills:

• Bachelor’s degree in Finance or related field or equivalent work experience
• Prior experience in managing a relationship development team
• Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint