- Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
- Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
- Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
- Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
- Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
- Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
- 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
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Balance needs of clients with associated risks and interests of the firm
- Bachelor's degree in Finance or related field, or equivalent work experience
- Minimum of 3 years' managing clients >$10+MM revenue
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
-
Business Relationship Manager Senior Deepening
3 weeks ago
Mortgage Ledger Irving, United StatesIf you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. · As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfo ...
-
Business Relationship Manager Senior Deepening
3 weeks ago
JPMorgan Chase Bank, N.A. Irving, United StatesIf you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. · As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portf ...
-
Business Relationship Manager Senior Deepening
3 weeks ago
Mortgage Ledger Dallas, United StatesJoin the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks. · If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationshi ...
-
JPMorgan Chase Bank, N.A. Dallas, United StatesJoin the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks. · If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationsh ...
-
Relationship Associate Team Lead
1 week ago
Citigroup Inc. Irving, United StatesThe Sales Support Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve ...
-
Marketing Communications Manager
3 weeks ago
Vizient Irving, United StatesWhen you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional deve ...
-
SVP, Branded Cards Loss Forecasting Analytics
3 weeks ago
Citigroup Irving, TX, United StatesRisk Management that allows us to serve our customers while also protecting Citi's interests. Brands Risk Management division comprises of 400+ highly qualified individuals spread across the globe. The Loss Forecasting SVP for the U.S. Branded Cards Risk Management will be workin ...
-
Service employee
3 weeks ago
Sapphire Solutions Southlake, United StatesAt Southlake, anything is possible. We are currently looking for a part-time housekeeping assistant (m/f/d) to join our AWO Senior Center Morillenhang in Aachen, who is eager for something new and wants to pursue our goals with us. Housekeeping is important to us because: · It is ...
-
Marketing Communications Manager
1 week ago
Vizient Irving, United StatesWhen you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional deve ...
-
Retail Existing Client Marketing
3 weeks ago
Citigroup Irving, TX, United StatesThe US Personal Banking and Wealth Management Marketing organization drives all aspects of the customer lifecycle, from Acquisition to Engagement to Retention, across all major Business Units in Citi's Personal Bank – Branded Cards and Lending, Retail Bank and Mortgage and Wealth ...
-
Sr Manager
3 weeks ago
OVHcloud Irving, United StatesJob Description · Job DescriptionJob Summary · The Senior Manager, Private Cloud is a pivotal role blending deep technical expertise with leadership acumen. This position requires a strong foundation in virtualization technologies, including VMware vSphere, vCloud Director (VCD), ...
-
Existing Customer Marketing
3 weeks ago
Citigroup Irving, TX, United StatesPosition SummaryThe Marketing and Franchise Development organization drives all aspects of the customer lifecycle, from Acquisition to Engagement to Retention. The Existing Customer Marketing (ECM) team within this organization is a critical driver of Marketing, with a vision to ...
-
Senior Audit Manager
1 day ago
U.S. Bank Irving, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Solutions Architect
5 days ago
APEX Service Partners Irving, United StatesOverview: · Overview: · Founded in 2019, Apex Service Partners, LLC is the industry and nationwide leader in residential home services. Apex focuses on serving the HVAC, plumbing, and electrical needs of homeowners in over forty states across the country. Apex has grown to supp ...
-
Vice President Development
4 days ago
American Heart Association Irving, United StatesJob Description · Overview · As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the Ameri ...
-
McKesson Irving, United StatesMcKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you a ...
-
MCKESSON Irving, United StatesMcKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you a ...
-
Senior Audit Manager
2 weeks ago
U.S. Bank Irving, United StatesAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
-
Principal Research Engineer
3 weeks ago
Abbott Laboratories company Irving, United StatesAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medic ...
-
McKesson's Corporate Irving, United StatesYour Consent · Google Analytics · We may use Google Analytics to measure how you interact with our website in order to improve the user experience. To learn more about Google Analytics privacy practices and opt-out, click here . · Google Analytics for Remarketing · Marketo · Serv ...
Business Relationship Manager Senior Deepening - Irving, United States - JPMorgan Chase Bank, N.A.
Description
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans