JP Morgan Chase

Runs a consumer bank and an investment bank

Business Relationship Manager Senior Vice President

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-time$128.3k - $180k

About the Job

Requirements

A minimum of 5 years of experience in a Business Banking Relationship Management role or related business lending experience is required.
Strong knowledge of deposit and cash management products and business credit underwriting, including commercial credit training, is required.
The candidate must use seasoned judgment to provide customized client solutions and proactive alternatives.
The candidate must be able to anticipate client issues, take ownership of client problems, and follow through on commitments.
Tactical business development and negotiation skills are required, along with self-direction, proactivity, creativity, sound judgment, and the ability to navigate ambiguity.
Strong relationship-building and communication skills with internal and external individuals at all levels are required, as is the ability to influence outcomes and use technology to interact with clients effectively and efficiently.
A strong existing business network or demonstrated ability to build one through active involvement in relevant community organizations and centers of influence is required.
Excellent organizational skills and the ability to manage priorities, work under pressure, meet tight deadlines, and balance client needs with risk and firm interests are required.

Responsibilities

Acquire, retain, and deepen a portfolio of approximately 70 business clients across stable or mature and growth or expansion stages, with annual revenue greater than $3 million; provide business deposit and cash management solutions, manage business credit opportunities up to approximately $15 million, and support branch-based bankers on sizeable business credit deals as needed.
Deliver an outstanding experience to business clients by providing customized banking solutions aligned with their needs, applying expertise in business, finance, credit, and risk management to recommend profitable portfolio solutions, and anticipating needs through market and industry monitoring.
Grow the portfolio by prospecting for new clients, especially expanding businesses, leveraging centers of influence and referral networks, and partnering across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase to originate opportunities and build long-term primary banking relationships.
Conduct regular in-person visits with existing clients, prospects, referrals, and centers of influence at their places of business to develop full financial relationships and increase primary bank share.
Understand business owners’ personal financial goals and needs, apply knowledge of personal banking products, and partner with Branch, Wealth Management, and Private Bank to identify and deliver suitable personal financial solutions.
Apply knowledge of treasury products and partner with product specialists to onboard clients, ensure end-to-end delivery of new accounts and products and services, leverage service teams, follow up after account opening to identify additional solutions, and establish digital capabilities.
Protect the firm by following risk management protocols and control policies and adhering to regulatory requirements.

Desired Qualifications

A bachelor's degree in Finance or a related field, or equivalent work experience, is preferred.
A minimum of 3 years of experience managing clients with revenue greater than $10 million is preferred.
Proficiency in Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint, is preferred.
In-depth knowledge of diverse businesses, industries, markets, financial concepts, and economic concepts is preferred.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

As a Business Relationship Manager Senior (Sr. BRM) in Business Banking, you’ll be managing and developing a portfolio of large profitable business clients with annual revenue greater than 3MM+ . You’ll focus on business development, deposit/balance acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Sr. BRM, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management—while retaining and deepening existing relationships and acquiring new relationships through targeted prospecting and referrals.

Job 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; provide support to branch-based bankers on sizeable business credit deals as needed
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 and proactively anticipate needs through market and industry monitoring.
Grow the portfolio by prospecting for new clients (especially expanding businesses) and leveraging centers of influence and referral networks—partnering across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase—to originate opportunities and build long-term primary banking relationships.
Regularly conduct in-person visits with existing clients, prospects, referrals, and centers of influence at their places of business, looking for ways to develop the full financial relationship and increase primary bank share
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; leverage service teams to deliver an outstanding experience and follow up after account opening to determine additional solutions and establish digital capabilities
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities and skills

Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
Strong knowledge of deposit/cash management products and knowledge of business credit underwriting with commercial credit training; use seasoned judgment to provide customized solutions that best meet client needs and present proactive alternatives
Demonstrated 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; uses sound judgment and navigates ambiguity to get things done
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally; ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
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, and balance client needs with risk and firm interests

Preferred qualifications, capabilities, and skills

Bachelor’s degree in Finance or related field, or equivalent work experience
Minimum of 3 years’ managing clients >$10MM+ revenue
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Base Pay/Salary: Westminster,CO $128,250.00-$180,000.00; Boulder,CO $128,250.00-$180,000.00

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1799

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