Business Relationship Manager Senior Acquisition - Vice President

JPMorgan Chase - Tampa, FL

Full-time

Tampa, FL

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 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.
• Grow portfolio by prospecting for new clients in expansion mode and utilizing referral networks to identify potential new business clients.
• Develop strong referral networks internally to identify new opportunities for all partners.
• Leverage knowledge of diverse businesses and industries to develop business networks and prospects.
• Develop relationships with clients 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 seamless onboarding of clients with a full suite of products and services.
• Follow sound risk management protocols and adhere 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 and active involvement in community organizations.
• Demonstrates strong tactical business development and negotiation skills.
• Self-directed, proactive, and creative with sound judgment.
• Strong relationship-building and excellent communication skills with individuals at all levels.
• Ability to influence others and leverage technology for client interactions.
• Strong knowledge of deposit and cash management products and business credit underwriting.

Nice-to-haves

• Bachelor's degree in Finance or related field, or equivalent work experience.
• Minimum of 3 years' managing clients with revenues over $10 million.
• In-depth knowledge of diverse types of businesses and financial concepts.
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.