Senior Business Banking Relationship Leader

Testing Site - JPMC; Scottsdale (AZ); On-site; USD 90,000 - 160,000; Full time

Job summary

Testing Site - JPMC is seeking a Senior Business Relationship Manager in our Business Banking division to deepen relationships with large, profitable clients generating >$5M in annual revenue. You will drive deposits, cash management, and credit opportunities while coordinating with branch-based bankers and product specialists to deliver end-to-end financial solutions.

You will regularly engage owners and influencers, ensuring a high-touch, risk-conscious client experience and ongoing portfolio

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; knowledge of business credit underwriting.
• Ability to build relationships, influence stakeholders, and manage risk.
• Excellent organizational skills and ability to work under pressure.
• Proficient in MS Office tools.

Responsibilities

• Manage, retain and deepen a portfolio of approximately 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

Job description

Testing Site - JPMC is seeking a Senior Business Relationship Manager in our Business Banking division to deepen relationships with large, profitable clients generating >$5M in annual revenue. You will drive deposits, cash management, and credit opportunities while coordinating with branch-based bankers and product specialists to deliver end-to-end financial solutions.

You will regularly engage owners and influencers, ensuring a high-touch, risk-conscious client experience and ongoing portfolio