Senior Acquisition Banking Relationship Manager

JPMorganChase; Plantation (FL); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Job summary

JPMorgan Chase is seeking a Business Relationship Manager Senior in Business Banking to manage a portfolio of large, profitable clients with revenues over $3 million. You will lead business development, deepen product utilization, and provide financial advice with a high-touch client experience.

The role emphasizes acquiring new relationships, retaining existing ones, and collaborating with Private Bank, Asset Wealth Management, and other teams to tailor solutions.

Qualifications

• Minimum 5 years' experience in a Business Banking Relationship Management role or related business lending experience
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
• Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Balance needs of clients with associated risks and interests of the firm
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centres of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
• Develop relationships with clients, prospect and centres of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Skills

Business development

Relationship building

Negotiation

Client communication

Credit underwriting

Risk management

Networking

Organizational skills

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

JPMorgan Chase is seeking a Business Relationship Manager Senior in Business Banking to manage a portfolio of large, profitable clients with revenues over $3 million. You will lead business development, deepen product utilization, and provide financial advice with a high-touch client experience.

The role emphasizes acquiring new relationships, retaining existing ones, and collaborating with Private Bank, Asset Wealth Management, and other teams to tailor solutions.