Senior Business Banking Relationship Expert

JP Morgan Chase; Deerfield Beach (FL); Vor Ort; USD 110.000 - 160.000; Vollzeit

Zusammenfassung

JP Morgan Chase in Florida is seeking a Senior Business Relationship Manager to deepen client relationships in Business Banking. You’ll manage a portfolio of large, profitable clients and provide financial advice, deposits, and credit solutions.

This high‑touch role focuses on risk management, cross‑team collaboration with Branch, Wealth Management and Private Bank, and leveraging referrals to grow primary banking relationships. Regular meetings with clients are expected.

Qualifikationen

• Minimum 5 years’ experience in a Business Banking Relationship Management role or related business lending.
• Strong knowledge of deposit and cash management products and commercial credit underwriting.
• Ability to anticipate client needs and offer proactive solutions.
• Excellent communication skills across all levels and stakeholders.
• Strong organizational skills and ability to manage multiple priorities.
• Self-directed, proactive and adaptable in a dynamic environment.
• Balance client needs with risks and regulatory requirements.

Aufgaben

• Manage a portfolio of about 100 business clients with >$5M revenue; support credit deals up to ~$15M.
• Deliver customized business banking solutions and exceptional client experiences.
• Leverage industry knowledge to identify and promote profitable solutions.
• Conduct regular in-person or virtual calls to deepen primary banking relationships.
• Coordinate with Branch, Wealth Management and Private Bank to meet owners’ financial goals.
• Onboard clients with treasury products and ensure end-to-end service.
• Follow sound risk management and regulatory requirements.

Kenntnisse

Strong relationship-building

Excellent communication

Self-directed

Influence others

Ausbildung

Bachelor’s degree in Finance

Tools

Microsoft Office

Jobbeschreibung

JP Morgan Chase in Florida is seeking a Senior Business Relationship Manager to deepen client relationships in Business Banking. You’ll manage a portfolio of large, profitable clients and provide financial advice, deposits, and credit solutions.

This high‑touch role focuses on risk management, cross‑team collaboration with Branch, Wealth Management and Private Bank, and leveraging referrals to grow primary banking relationships. Regular meetings with clients are expected.