Senior Business Banking Relationship Manager

JP Morgan Chase

Fort Worth (TX)

On-site

USD 100,000 - 160,000

Full time

4 days ago
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Job summary

JP Morgan Chase in Fort Worth is seeking a Senior Business Relationship Manager to lead a portfolio of large business clients, focusing on growth, deposits, cash management, and credit opportunities. The Sr.

BRM will deliver a high-touch banking experience, align solutions with client needs, and manage risk within regulatory requirements. You will develop business, leverage referrals across Chase entities, conduct in-person client visits, and deepen relationships with owners of >$3MM revenue.

Qualifications

  • Minimum 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
  • Strong knowledge of deposit/cash management products and business credit underwriting
  • Ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
  • Demonstrates strong tactical business development and negotiation skills; self-directed, proactive, and creative
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
  • Strong existing business network and/or demonstrated ability to build one through active involvement in relevant community organizations and centers of influence
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

Responsibilities

  • Acquire, retain, and deepen a portfolio of approximately 70 business clients across stable/mature and growth/expansion stages, with annual revenue greater than $3MM; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15MM
  • Deliver an outstanding experience to Chase business clients by providing customized business banking solutions aligned to their needs, using expertise in business, finance, credit, and risk management to recommend profitable portfolio solutions
  • Grow the portfolio by prospecting for new clients (especially expanding businesses) and leveraging centers of influence and referral networks
  • Regularly conduct in-person visits with existing clients, prospects, referrals, and centers of influence at their places of business
  • 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 the full suite of products and services
  • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Skills

Relationship-building
Communication skills
Financial acumen
Credit underwriting
Negotiation
Problem-solving
Networking
Organizational skills

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office

Job description

JP Morgan Chase in Fort Worth is seeking a Senior Business Relationship Manager to lead a portfolio of large business clients, focusing on growth, deposits, cash management, and credit opportunities. The Sr.

BRM will deliver a high-touch banking experience, align solutions with client needs, and manage risk within regulatory requirements. You will develop business, leverage referrals across Chase entities, conduct in-person client visits, and deepen relationships with owners of >$3MM revenue.

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