JPMorgan Chase - Indianapolis, IN

posted about 1 month ago

Full-time
Indianapolis, IN
Credit Intermediation and Related Activities

About the position

The Business Relationship Manager Senior Acquisition - Vice President role focuses on developing and managing a portfolio of large, profitable business clients with annual revenues exceeding $3 million. This position emphasizes business development, client relationship management, and providing tailored financial advice to enhance client experience and risk management. The role requires acquiring new relationships while deepening existing ones, ensuring a high-touch experience for clients.

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 independently 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 to identify new opportunities.
  • 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 and partner with Branch, Wealth Management and Private Bank 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 full suite of products and services.
  • Protect the firm by following sound risk management protocols and control policies.

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.
  • Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done.
  • Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.
  • Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently.
  • 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.
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