Senior Business Banking Relationship Manager

JPMorganChase

Saddle Brook (NJ)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Job summary

JPMorgan Chase, a leading financial services firm, seeks a Business Relationship Manager to manage a portfolio of ~100 business clients with over $5 million in annual revenue. You will provide deposits, cash management, and credit solutions, while partnering with Branch, Wealth Management, and Private Bank to tailor personal financial solutions.

You will use your knowledge of treasury products, risk management, and excellent communication to foster long-term relationships and drive

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.
  • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments.
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.

Responsibilities

  • Manage, retain and deepen a portfolio of approximately 100 business clients with annual revenue >$5 million; provide deposit and cash management solutions and credit opportunities up to $15 million.
  • Deliver customized business banking solutions tailored to clients' financial needs and circumstances.
  • Identify and promote solutions leveraging knowledge of business, finance, banking, credit, and risk management.
  • Conduct in-person/virtual calls with clients, referrals, and centers of influence to cultivate long-term relationships.
  • Understand owners' personal financial goals and partner with Branch, Wealth Management and Private Bank to deliver appropriate personal solutions.
  • Onboard clients with treasury products and ensure end-to-end delivery of new accounts and services; follow up for additional needs and digital capabilities.
  • Protect the firm by following risk management protocols and regulatory requirements.

Skills

Relationship building
Communication
Problem ownership
Time management
Self-directed

Education

Bachelor's degree in Finance
Equivalent work experience

Tools

Outlook
Excel
Word
PowerPoint

Job description

JPMorgan Chase, a leading financial services firm, seeks a Business Relationship Manager to manage a portfolio of ~100 business clients with over $5 million in annual revenue. You will provide deposits, cash management, and credit solutions, while partnering with Branch, Wealth Management, and Private Bank to tailor personal financial solutions.

You will use your knowledge of treasury products, risk management, and excellent communication to foster long-term relationships and drive

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