Senior Business Banking Relationship Leader — VP

Testing Site - JPMC; Whittier (CA); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in California is seeking a Business Relationship Manager Senior to deepen relationships with large, profitable business clients.

You will manage a portfolio of 80-100 clients with annual revenue exceeding $5 million, focusing on deposits, cash management, and credit solutions. You will deliver high-touch financial advice, onboard clients to digital capabilities, and coordinate with Branch, Wealth Management, and Private Bank to meet personal and business goals while adhering

Qualifications

• Minimum 5 years 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.
• Demonstrated ability to anticipate clients’ issues, own problems, and follow through with commitments.
• Strong relationship-building and excellent communication skills with individuals at all levels; ability to influence others.

Responsabilités

• Manage a portfolio of approximately 80-100 business clients with annual revenue >$5M; provide deposits, cash management, and credit solutions up to ~$15M.
• Deliver an outstanding experience with customized business banking solutions.
• Leverage knowledge of treasury products to onboard clients and deliver digital capabilities; ensure end-to-end delivery of new accounts and services.
• Conduct in-person/virtual calls to cultivate long-term, primary banking relationships.
• Collaborate with Branch, Wealth Management and Private Bank to deliver personal financial solutions.
• Maintain risk management protocols and regulatory compliance.

Connaissances

Relationship-building

Communication

Influence

Organizational skills

Self-directed

Formation

Bachelor’s degree in Finance or related field

Outils

Microsoft Office

Description du poste

JPMorgan Chase & Co. in California is seeking a Business Relationship Manager Senior to deepen relationships with large, profitable business clients.

You will manage a portfolio of 80-100 clients with annual revenue exceeding $5 million, focusing on deposits, cash management, and credit solutions. You will deliver high-touch financial advice, onboard clients to digital capabilities, and coordinate with Branch, Wealth Management, and Private Bank to meet personal and business goals while adhering