Business Relationship Manager Senior Acquisition - Vice President

JPMorgan Chase - Indianapolis, IN

Full-time - Senior

Indianapolis, IN

Credit Intermediation and Related Activities

About the position

The Business Relationship Manager Senior Acquisition - Vice President role at JPMorgan Chase Bank focuses on developing and managing a portfolio of large business clients with annual revenues exceeding $3 million. This position emphasizes business development, client relationship management, and providing tailored financial solutions to enhance client experience and risk management. The role requires a proactive approach to acquiring new clients while deepening existing relationships through comprehensive banking solutions.

Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to $15 million.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs.
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode.
• Utilize extensive referral networks and centers of influence to identify and pursue potential new business clients.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase.
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts to develop business network and prospects.
• Develop relationships with clients, prospects, and centers of influence through in-person/virtual calls to understand their needs.
• Utilize knowledge of personal banking products to identify and deliver appropriate personal financial solutions.
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and services.
• Protect the firm by following sound risk management protocols and control policies.

Requirements

• Proven experience in business banking or a related field with a focus on client acquisition and relationship management.
• Strong understanding of financial products and services relevant to business clients.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to analyze financial statements and assess business credit opportunities.
• Proficiency in leveraging referral networks and developing new business opportunities.

Nice-to-haves

• Experience in managing large business portfolios with significant revenue.
• Knowledge of regulatory requirements in the banking industry.
• Familiarity with cash management solutions and business credit products.

Benefits

• Comprehensive health insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Paid time off and holidays.
• Professional development opportunities and training programs.