Senior Business Banking Relationship Lead

JPMorganChase; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorganChase is seeking a Business Relationship Manager in Consumer & Community Banking to manage a portfolio of large, profitable business clients and deepen relationships. You will drive deposits, cash management and cross-sell opportunities while delivering high-touch advisory services and maintaining risk controls.

The role emphasizes strong relationship-building, strategic advisory, and collaboration with Branch, Wealth Management and Private Bank teams to meet client goals and regulatory

Qualifications

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Knowledge of deposit and cash management products and services, and knowledge of business credit underwriting.
• Ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments.
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines.
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done.
• Balance needs of clients with associated risks and interests of the firm.

Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $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.
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships.
• 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.
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities.
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements.

Skills

Relationship building

Communication

Risk management

Organization

Self-motivation

Industry knowledge

Education

Bachelor's degree in Finance

Tools

Microsoft Office

Job description

JPMorganChase is seeking a Business Relationship Manager in Consumer & Community Banking to manage a portfolio of large, profitable business clients and deepen relationships. You will drive deposits, cash management and cross-sell opportunities while delivering high-touch advisory services and maintaining risk controls.

The role emphasizes strong relationship-building, strategic advisory, and collaboration with Branch, Wealth Management and Private Bank teams to meet client goals and regulatory