Senior Business Banking Relationship Executive

JPMorgan Chase; Jacksonville (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase in Jacksonville seeks a Business Relationship Manager to manage and deepen a portfolio of 80-100 business clients, providing deposits, cash management, and credit opportunities up to $15 million.

You will build long-term client relationships, coordinate with branches, Wealth Management and Private Bank to tailor financial solutions while adhering to risk and regulatory requirements.

Qualifications

• Minimum 5 years in a Business Banking Relationship Management or related business lending role.
• Strong knowledge of deposit and cash management products and services; knowledge of business credit underwriting.
• Ability to anticipate client needs, manage issues and follow through on commitments.
• Excellent relationship-building and communication skills; ability to influence across levels.
• Excellent organizational skills and ability to work under pressure and meet deadlines.
• Self-directed, proactive and able to navigate ambiguity to get things done.

Responsibilities

• Manage, retain and deepen a portfolio of 80-100 business clients with annual revenue >$5 million; provide banking solutions and credit opportunities up to ~$15 million.
• Deliver customized banking solutions tailored to clients' financial needs and circumstances.
• Identify and promote solutions using knowledge of business, finance, banking, credit and risk management; leverage Chase resources to develop client network.
• Conduct in-person/virtual calls with clients, referrals and centers of influence to cultivate long-term banking relationships.
• Understand owners' personal financial goals and needs; partner with Branch, Wealth Management and Private Bank to deliver personal financial solutions.
• Onboard new clients with treasury products and ensure end-to-end delivery of accounts and services; follow up to identify additional solutions and digital capabilities.
• Protect the firm by following risk management protocols and regulatory requirements.

Skills

Relationship management

Communication

Credit underwriting

Deposits

Cash management

Influencing

Organization

Risk management

Education

Bachelor's degree in Finance

Tools

Microsoft Office

Job description

JPMorgan Chase in Jacksonville seeks a Business Relationship Manager to manage and deepen a portfolio of 80-100 business clients, providing deposits, cash management, and credit opportunities up to $15 million.

You will build long-term client relationships, coordinate with branches, Wealth Management and Private Bank to tailor financial solutions while adhering to risk and regulatory requirements.