JPMorgan Chase - Plantation, FL
posted about 2 months ago
As a Business Relationship Manager Senior Acquisition banker in Business Banking, you will be responsible for developing and managing a portfolio of large, profitable business clients with annual revenues exceeding approximately $3 million. This role is centered around business development, where you will focus on acquiring new balances, deepening product utilization, and gaining referrals to enhance the primary bank share. Your primary objective will be to provide a high-touch experience by building strong relationships and offering tailored financial advice, all while maintaining a keen focus on client experience and risk management. In this position, you will acquire, retain, and deepen relationships with around 40 business clients and 60 prospects who are in a growth or expansion stage. You will provide business deposit and cash management solutions, as well as manage business credit opportunities of up to $15 million. Additionally, you will support branch-based business bankers on significant business credit deals as necessary. Your role will also involve delivering an outstanding experience to Chase business clients by offering comprehensive and customized banking solutions that align with their financial needs and circumstances. To grow your portfolio, you will actively prospect for new clients whose businesses are expanding, utilizing extensive referral networks and centers of influence to identify and pursue potential new business clients. Building a strong referral network internally in collaboration with Private Bank, Asset Wealth Management, Middle Market, and One Chase will be crucial in identifying new opportunities for all partners. You will leverage your knowledge of various business types, industries, markets, and financial concepts, along with creative marketing techniques, to develop your business network and prospects. Developing relationships with clients, prospects, and centers of influence through in-person and virtual calls will be essential to understanding their needs and developing a comprehensive financial relationship. You will also need to understand the personal financial goals and needs of business owners, utilizing your knowledge of personal banking products to partner with Branch, Wealth Management, and Private Bank to deliver appropriate personal financial solutions. Ensuring a seamless onboarding experience for clients with the end-to-end delivery of new accounts and a full suite of products and services will be part of your responsibilities. Finally, you will protect the firm by adhering to sound risk management protocols and control policies while complying with regulatory requirements.