JPMorgan Chase - Leawood, KS
posted 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 clients, 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 manage a portfolio of around 40 business clients and 60 prospects, all of whom are in a growth or expansion stage. You will provide comprehensive 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 customizing banking solutions to meet their specific 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 will be crucial, as you will partner with various departments such as Private Bank, Asset Wealth Management, and Middle Market to identify new opportunities. You will leverage your knowledge of diverse business types, industries, and financial concepts to develop your business network and prospects effectively. Your responsibilities will also include developing relationships with clients and prospects through in-person and virtual interactions to understand their needs and develop comprehensive financial relationships. You will need to understand the personal financial goals of business owners and collaborate with various banking partners to deliver appropriate personal financial solutions. Ensuring a seamless onboarding experience for clients and leveraging your service team to provide an outstanding client experience will be key aspects of your role. Finally, you will be expected to protect the firm by adhering to sound risk management protocols and regulatory requirements.