Business Relationship Manager Senior Acquisition - Vice President

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Company: JP Morgan Chase & Co.

Location: Santa Clara, CA 95051

Description:

Job Description

As a Business Relationship Manager (BRM) you will be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. The BRM manages a portfolio of business clients by building relationships and providing financial advice with a focus on client experience and risk management. Business Banking is looking for a senior-level BRM to develop new business and deepen existing relationships to position Chase as the primary bank for our clients.

Principal Duties and Responsibilities (in order of importance):
  • Provide the best-in-client advice and service, and develop the relationship to ensure a seamless client experience throughout Chase
  • Acquire, manage, and retain a portfolio of 40-50 business clients with annual revenue of $5 - $20 million; provide deposit and cash management solutions and manage credit opportunities up to approximately $15 million; provide support to branch-based BRMs on sizeable credit deals as needed
  • Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. Use expert knowledge of business, finance, banking, credit and risk management to identify, recommend and promote solutions that best serve the client and ensure the profitability of the portfolio. Work within risk parameters that protect the bank. Partner with subject matter experts to ensure a positive client experience
  • Regularly conduct in-person calls with prospects, centers of influence, and existing clients at their places of business
  • Grow portfolio by prospecting for new clients and deepening relationships with existing clients; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
  • Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
  • Protect the firm by following sound risk management protocols and adhering to regulatory requirements
  • Leverage established relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects

Qualifications
  • 7 or more years of experience in a business banking relationship management role or related business lending experience; direct in-person contact preferred
  • Bachelor's degree in Finance or related field, or equivalent work experience strongly preferred
  • Expert knowledge of deposit and cash management products and services
  • Expert knowledge of business credit underwriting with commercial credit training preferred
  • Strong communication skills with individuals at all levels, internally and externally
  • Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
  • Use seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; present proactive solutions and innovative alternatives when appropriate
  • Ability to balance needs of clients with associated risks and interests of the firm
  • Establish and consistently use a disciplined process to manage time; use time strategically to accomplish business objectives
  • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
  • In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
  • Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
  • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
  • Ability to travel occasionally for key business meetings and training

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

About Us

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

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