Senior Business Banking Relationship Leader

JPMorganChase; Exton (PA); On-site; USD 90,000 - 140,000; Full time

Job summary

Chase is seeking a Business Relationship Manager Senior to lead a portfolio of large business clients, focusing on relationship-building, financial advice, and risk management. You will develop new relationships, deepen existing ones, and coordinate with product specialists to onboard accounts and deliver end-to-end banking solutions.

You will manage a portfolio of roughly 40 clients and 60 prospects with annual revenue >$3M, providing deposit, cash management, and credit products up to $15M

Qualifications

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Demonstrates strong tactical business development and negotiation skills.
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.

Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40 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 centers 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 centers 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

Relationship building

Communication

Business development

Negotiation

Risk management

Customer focus

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office (Outlook, Excel, Word, PowerPoint)

Job description

Chase is seeking a Business Relationship Manager Senior to lead a portfolio of large business clients, focusing on relationship-building, financial advice, and risk management. You will develop new relationships, deepen existing ones, and coordinate with product specialists to onboard accounts and deliver end-to-end banking solutions.

You will manage a portfolio of roughly 40 clients and 60 prospects with annual revenue >$3M, providing deposit, cash management, and credit products up to $15M