Senior Not-for-Profit Relationship Manager & Growth Advisor

JPMorgan Chase & Co.; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Atlanta seeks a Senior Business Relationship Manager for Not-for-Profit clients to manage relationships and deliver tailored financial solutions.

You will oversee a portfolio of 50-65 clients, grow the book through new opportunities, and coordinate credit opportunities up to $40 million within a risk-compliant framework. Ideal candidates have 8+ years in business banking relationships or related lending, plus a Finance-related degree or equivalent experience.

Qualifications

• Minimum of 8 years’ experience in business banking relationship management role or related business lending experience.
• Bachelor’s degree in Finance or related field, or equivalent work experience.
• Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence.

Responsibilities

• Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
• Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
• Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
• Manage credit opportunities within assigned portfolio up to $40 million
• Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
• Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements
• Expert knowledge of business, credit underwriting with commercial credit training

Skills

Client relationship management

Not-for-Profit banking knowledge

Strategic prospecting

Regulatory risk awareness

Community networking

Education

Bachelor’s degree in Finance or related field

Equivalent work experience

Job description

JPMorgan Chase & Co. in Atlanta seeks a Senior Business Relationship Manager for Not-for-Profit clients to manage relationships and deliver tailored financial solutions.

You will oversee a portfolio of 50-65 clients, grow the book through new opportunities, and coordinate credit opportunities up to $40 million within a risk-compliant framework. Ideal candidates have 8+ years in business banking relationships or related lending, plus a Finance-related degree or equivalent experience.