Relationship Manager Senior - Not - for -Profit

Testing Site - JPMC; Atlanta (GA); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Testing Site - JPMC in Atlanta, GA seeks a Senior Business Relationship Manager for Government Not-for-Profit clients. You will manage relationships and grow the portfolio by delivering tailored banking solutions.

With 8+ years in business banking or related lending, you will assess risk, ensure regulatory compliance, and serve as a trusted advisor to nonprofit organizations with strong local networks.

Qualifications

• 8+ years’ experience in business banking relationship management or related lending
• Familiarity with Government Not-for-Profit client needs and due diligence processes
• Ability to identify innovative solutions and assess risk for nonprofit clients

Responsabilités

• Build collaborative relationships to provide best-in-class client advice and service across products and services
• Serve as trusted advisor delivering tailored business banking products to Government Not-for-Profit clients
• Manage a portfolio of clients; grow via prospecting and deepening relationships
• Manage credit opportunities within portfolio up to $40 million
• Utilize networks to identify and pursue new nonprofit clients and cultivate long-term relationships
• Understand client organizations and analyze growth opportunities for profitability
• Follow risk management protocols and regulatory requirements

Connaissances

Relationship management

Credit analysis

Regulatory risk awareness

Client advisory

Formation

Bachelor’s degree in Finance or related field

Description du poste

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

As a Business Relationship Manager (BRM) Senior Government 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 Government 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 Government 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.