Senior Business Banking Relationship Leader

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Chase is seeking a Senior Business Relationship Manager in Business Banking to deepen existing relationships with large clients (> $5MM revenue) and drive deposits, cash management and credit opportunities up to ~$15MM.

You’ll provide high-touch financial advice while managing risk and leveraging referrals to grow primary banking In this role you will conduct regular in-person or virtual client meetings, coordinate with Branch, Wealth Management and Private Bank teams, and ensure end-to-end

Qualifications

• Minimum of 5 years’ experience in a Business Banking Relationship Management role.
• Strong knowledge of deposit and cash management products and commercial credit underwriting.
• Demonstrated ability to anticipate clients’ issues and follow through with commitments.
• Excellent relationship-building and communication skills with all levels.
• Strong organizational skills and ability to manage under pressure and meet deadlines.
• Self-directed, proactive, and capable of navigating ambiguity.

Responsibilities

• Manage a portfolio of ~100 business clients with annual revenue >$5MM; provide deposits and cash management solutions and credit opportunities up to ~$15MM.
• Deliver tailored business banking solutions to meet clients' financial needs and circumstances.
• Conduct in-person or virtual calls to cultivate long-term primary banking relationships.
• Coordinate with Branch, Wealth Management and Private Bank to deliver personal solutions.
• Onboard clients with treasury products and ensure end-to-end delivery of accounts and services.
• Uphold sound risk management and adhere to regulatory requirements.

Skills

Relationship-building

Communication skills

Time management

Problem solving

Industry knowledge

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office

Job description

Chase is seeking a Senior Business Relationship Manager in Business Banking to deepen existing relationships with large clients (> $5MM revenue) and drive deposits, cash management and credit opportunities up to ~$15MM.

You’ll provide high-touch financial advice while managing risk and leveraging referrals to grow primary banking In this role you will conduct regular in-person or virtual client meetings, coordinate with Branch, Wealth Management and Private Bank teams, and ensure end-to-end