Senior Business Banking Relationship Leader

JPMorganChase; Westminster (CO); On-site; USD 110,000 - 170,000; Full time

Job summary

Chase is seeking a Business Relationship Manager Senior in Business Banking to deepen relationships with large business clients (> $5MM revenue). You will oversee deposits, cash management, and credit opportunities up to ~$15 million while delivering a high-touch, advisor-led client experience.

You will conduct in-person or virtual calls, coordinate with Branch, Wealth Management and Private Bank, and ensure end-to-end delivery of solutions while adhering to risk management and regulatory

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.
• Excellent relationship-building and communication skills.
• Ability to influence others and leverage technology to interact with clients.

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. 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
• 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

Financial advisory

Deposit & cash management

Credit underwriting

Communication skills

Organizational skills

Risk management

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 in Business Banking to deepen relationships with large business clients (> $5MM revenue). You will oversee deposits, cash management, and credit opportunities up to ~$15 million while delivering a high-touch, advisor-led client experience.

You will conduct in-person or virtual calls, coordinate with Branch, Wealth Management and Private Bank, and ensure end-to-end delivery of solutions while adhering to risk management and regulatory