Business Relationship Manager Senior - Vice President
About the job
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience.
- Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce or non-profit boards.
- Demonstrate tactical business development and negotiation skills; be self-directed, proactive, creative, exercise sound judgment, and navigate ambiguity to get things done.
- Build relationships and communicate effectively with individuals at all levels, internally and externally; influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently.
- Have strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training.
- Use seasoned judgment to offer comprehensive and customized solutions that meet client needs; monitor and research market and industry trends and business outcomes to anticipate client needs; present proactive solutions and innovative alternatives when appropriate.
- Balance client needs with associated risks and the interests of the firm.
- Demonstrate organizational skills and the ability to manage and prioritize work under pressure and meet tight deadlines.
- Acquire, retain, and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth or expansion stage with annual revenue greater than approximately $3 million; provide business deposit and cash management solutions; manage business credit opportunities up to $15 million; and support branch-based business bankers on sizeable business credit deals as needed.
- Deliver comprehensive, customized business banking solutions tailored to Chase business clients’ financial needs and circumstances.
- Grow the portfolio by prospecting for new clients whose businesses are in expansion mode; use referral networks and centers of influence to identify and pursue potential new clients and cultivate long-term primary banking relationships.
- Develop an internal referral network in partnership with Private Bank, Asset Wealth Management, Middle Market, and One Chase to identify opportunities for all partners.
- Use knowledge of businesses, industries, markets, financial and economic concepts, and marketing techniques, along with Chase resources and materials, to develop a business network and prospects.
- Develop relationships with clients, prospects, and centers of influence through in-person and virtual calls to understand the needs of businesses and their owners and develop the full financial relationship.
- Understand business owners’ personal financial goals and needs; use knowledge of personal banking products and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate personal financial solutions.
- Partner with product specialists to ensure seamless client onboarding and end-to-end delivery of new accounts and the full suite of products and services; leverage the service team to deliver an outstanding client experience.
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements.
- Bachelor’s degree in Finance or a related field, or equivalent work experience.
- Minimum of 3 years’ experience managing clients with more than $10 million in revenue.
- In-depth knowledge of diverse types of businesses, industries, markets, and financial and economic concepts.
- Proficiency in Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.
About the company
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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Simplify's Take
What believers are saying
- Growth is broad-based: every JPMorgan division posted record revenue in the June 2026 quarter, and trading jumped 35%.
- Stock grants gained value: shares rose 21% in three months, valuing JPMorgan at $965 billion in August 2026.
- Tech teams are well funded: JPMorgan's nearly $20 billion yearly tech budget is the largest in banking.
What critics are saying
- AI is shrinking some teams: Dimon said in July 2026 that AI cut up to 40% of certain roles.
- Plan on five office days a week: JPMorgan ended hybrid schedules for all staff in early 2025.
- It is fighting the president in court: Trump sued JPMorgan for $5 billion in January 2026 over his closed accounts.
What makes JP Morgan Chase unique
- It ranks first in investment banking: JPMorgan earned 9.3% of global deal fees in the first half of 2026.
- It trains future CEOs: 10 Fortune 500 chiefs were JPMorgan alumni in September 2025, fifth-most of any employer.
- Its payments arm is a hidden giant: JPMorgan says it processes $12 trillion a day across 160-plus countries.
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Benefits
Health Insurance
Flexible Work Hours
Paid Sick Leave
Paid Holidays
Growth & Insights and Company News
6 month growth
-9%1 year growth
-4%2 year growth
-4%Tenable, the exposure management company, has entered a credit agreement for a $400 million senior secured revolving credit facility. The facility is initially undrawn and gives the company more flexibility in how it allocates capital. Together with the convertible note financing announced in September, it completes the refinancing of Tenable's prior credit agreement, which included a Term Loan B facility. It also replaces the revolving credit facility that matured in July. The new loans mature on October 13, 2031, subject to a springing maturity date of 91 days inside the maturity of other material indebtedness. JPMorgan Chase Bank acted as administrative agent, and Cooley LLP advised Tenable.
Four of the biggest US banks reported higher third-quarter profits on Tuesday, but warned that higher interest rates and inflation could hurt consumers and the economy. JPMorgan Chase, the largest US bank by assets, earned $15.3 billion, or $5.57 a share, up from $14.4 billion a year earlier. It missed analyst forecasts of $5.93 a share, its first miss in nearly three years. Goldman Sachs posted a profit of $5.29 billion, up from $4.1 billion, as equities revenue jumped 72%. Wells Fargo earned $5.95 billion and beat forecasts, while Citigroup's profit rose 40%. JPMorgan chief executive officer Jamie Dimon cited "large fiscal deficits, sticky inflation, elevated asset prices, rising interest rates and geopolitical conditions.
US stock futures were mixed on Tuesday as investors weighed a wave of earnings reports. Dow futures rose 0.9%, S&P 500 futures slipped 0.1%, and Nasdaq futures fell 0.7%. Memory stocks fell for a second day after a Chinese chipmaker, CXMT, said it had made a breakthrough in memory chip production. Roundhill Memory ETF fell more than 5% in premarket trading. UnitedHealth rose more than 2% after it earned an adjusted $4.69 per share on $112.69 billion in revenue, beating estimates. It raised its full-year earnings outlook to at least $20.50 per share. Goldman Sachs gained more than 3% on strong results. JPMorgan Chase, Wells Fargo, and Citigroup fell short in parts of their reports. Johnson & Johnson fell 2% after $25.40 billion in sales narrowly missed estimates, though it raised its full-year forecasts.
Accelevation Holdings Corp. (Nasdaq: ACCV) has signed a new $650 million senior secured credit agreement. It replaces the credit facilities the company set up before its initial public offering. The deal includes a $400 million revolving credit facility and a $250 million Term Loan A, both maturing in 2031. Pricing is Term Secured Overnight Financing Rate (SOFR) plus 1.50% to 2.50%, down from SOFR plus 4.50% to 5.25%. "The new facilities extend our maturity profile, reduce our borrowing costs, and provide flexibility to continue investing in our business," said chief financial officer Ken Krause. Bank of America, N.A. acted as administrative agent and collateral agent. The Miamisburg, Ohio-based company designs, manufactures, and installs systems for mission-critical infrastructure.
i3 Verticals announced on 9 October 2026 that its subsidiary, i3 Verticals, LLC, secured a $350 million senior secured revolving credit facility with JPMorgan Chase Bank as administrative agent. The agreement replaces a previous credit facility dated 8 May 2023. The facility includes an accordion feature allowing additional commitments up to $100 million or 100% of consolidated EBITDA. Interest rates are based on either base rate or Term SOFR Rate, with margins ranging from 0.50% to 1.50% for base rate loans and 1.50% to 2.50% for Term Benchmark Loans. The borrower must maintain a consolidated interest coverage ratio of at least 3.00 to 1.00 and a consolidated total net leverage ratio not exceeding 4.00 to 1.00. All obligations are guaranteed by i3 Verticals and its material wholly owned domestic subsidiaries.