Business Relationship Manager Senior Acquisition - Vice President

JPMorgan Chase - Minneapolis, MN

Full-time

Minneapolis, MN

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 a proactive approach to acquiring new clients while deepening existing relationships through comprehensive banking solutions.

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 customized banking solutions.
• Grow the portfolio by prospecting for new clients in expansion mode and utilizing referral networks.
• Develop strong internal referral networks to identify new opportunities across various banking sectors.
• Leverage knowledge of diverse businesses and industries to develop a business network and prospects.
• Build relationships with clients and centers of influence through in-person and virtual calls.
• Understand the personal financial goals of business owners 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.