Business Relationship Manager Senior Acquisition- Vice President

$115,900 - $182,000/Yr

JPMorgan Chase - New Hyde Park, NY

Full-time - Senior

New Hyde Park, NY

Credit Intermediation and Related Activities

About the position

The Business Relationship Manager Senior Acquisition at JPMorgan Chase is responsible for developing and managing a portfolio of large business clients with annual revenues exceeding $3 million. This role focuses on business development, client acquisition, and providing tailored financial solutions while ensuring a high-quality client experience and effective risk management.

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.
• 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 for business owners.
• Partner with product specialists to ensure seamless onboarding of clients with a full suite of products and services.
• Follow sound risk management protocols and control policies while adhering to regulatory requirements.

Requirements

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards.
• Demonstrates strong tactical business development and negotiation skills.
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines.

Nice-to-haves

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

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching