Senior BRM: Strategic Business Banking & Growth

JP Morgan Chase

Tempe (AZ)

On-site

USD 110,000 - 165,000

Full time

2 days ago
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Job summary

JP Morgan Chase in Tempe, AZ seeks a Senior Business Relationship Manager to manage a portfolio of large business clients (> $3MM annual revenue). You will deliver tailored banking solutions, deepen relationships across treasury, credit, and deposits, and drive growth through proactive prospecting and referrals.

You will build high-touch client experiences by applying financial insight, risk discipline, and coordination with Branch, Wealth Management, Private Bank, and other units to meet client

Qualifications

  • Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
  • Strong knowledge of deposit/cash management products and knowledge of business credit underwriting
  • Demonstrated ability to anticipate clients' issues and own problems on clients' behalf
  • Strong relationship-building and communication skills with individuals at all levels

Responsibilities

  • Acquire, retain, and deepen a portfolio of approximately 70 business clients with annual revenue > $3MM; provide business deposit and cash management solutions and manage business credit opportunities up to $15MM
  • Deliver an outstanding client experience by tailoring banking solutions to client needs and leveraging expertise in finance, credit, and risk management
  • Grow the portfolio via prospecting and referrals, coordinating across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase
  • Conduct in-person visits to develop the full financial relationship and increase primary bank share
  • Understand personal financial goals of owners and coordinate with related teams to deliver personal financial solutions
  • Onboard clients with treasury products and ensure end-to-end delivery of accounts and services
  • Protect the firm by following risk management protocols and regulatory requirements

Job description

JP Morgan Chase in Tempe, AZ seeks a Senior Business Relationship Manager to manage a portfolio of large business clients (> $3MM annual revenue). You will deliver tailored banking solutions, deepen relationships across treasury, credit, and deposits, and drive growth through proactive prospecting and referrals.

You will build high-touch client experiences by applying financial insight, risk discipline, and coordination with Branch, Wealth Management, Private Bank, and other units to meet client

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