Senior Business Banking Relationship Leader

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Senior Business Relationship Manager in Business Banking.

You will manage a portfolio of large, profitable clients, deepen relationships, and provide financial advice with a strong emphasis on client experience and risk management. Responsibilities include deposits, cash management, and credit opportunities up to $15 million, with a high-touch approach, coordination with Branch and Wealth Management, and leveraging referrals to expand primary banking

Qualifications

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting.
• Ability to build relationships and navigate with clients at all levels, internally and externally.
• Excellent organizational skills and the ability to prioritize, work under pressure and meet deadlines.
• Balance client needs with firm risk controls and regulatory requirements.

Responsibilities

• Manage, retain and deepen a portfolio of ~100 business clients with revenue >$5MM; support credits up to ~$15MM.
• Deliver customized business banking solutions and an outstanding client experience.
• Identify and promote solutions using knowledge of business, finance, banking, credit, and risk.
• Conduct in-person or virtual calls with clients, referrals, and centers of influence.
• Understand owners' personal financial goals and collaborate with Branch, Wealth Management, and Private Bank.
• Utilize treasury products and onboard clients to deliver full product suite; follow up post-opening.
• Protect the firm by adhering to risk management policies and regulatory requirements.

Skills

Relationship-building

Communication

Client management

Financial services knowledge

Risk awareness

Deposit growth

Education

Bachelor's degree in Finance

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in New York is seeking a Senior Business Relationship Manager in Business Banking.

You will manage a portfolio of large, profitable clients, deepen relationships, and provide financial advice with a strong emphasis on client experience and risk management. Responsibilities include deposits, cash management, and credit opportunities up to $15 million, with a high-touch approach, coordination with Branch and Wealth Management, and leveraging referrals to expand primary banking