-
Executive Assistant, Music Technology
1 week ago
Amazon Services LLC San Francisco, United States2+ years of senior level leadership support, or 1+ years of Amazon experience · - High school or equivalent diploma · - Experience with executive level calendar management · Amazon Music is an immersive audio entertainment service that deepens connections between fans, artists, a ...
-
Sales Associate, Certificates
2 weeks ago
South Pole San Francisco, United StatesSouth Pole is a leading carbon project expert and climate consultancy, we advise project partners and developers in designing, registering and monitoring their carbon credit programs. · Our Certificates Sales team is responsible for proactively and independently expanding South P ...
-
Manager, People
2 weeks ago
Humanity United San Francisco, United States**About Humanity United** · Humanity United is a philanthropic organization dedicated to cultivating the conditions for enduring peace and freedom. We recognize that we live in a deeply interconnected world where we are all united by the challenges and opportunities we face. We s ...
-
Account Manager, Strategic
1 week ago
Atlassian San Francisco, United StatesOverview: · **Working at Atlassian** · Atlassians can choose where they work - whether in an office, from home, or a combination of the two. That way, Atlassians have more control over supporting their family, personal goals, and other priorities. We can hire people in any countr ...
-
PNC Financial Services Group San Francisco, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Business Development
2 weeks ago
HGA San Francisco, United StatesOverview: · Joins HGA's Corporate market sector partnering with senior leadership in both our San Jose and San Francisco offices · As an award-winning architecture, engineering, interior design and planning firm, we have an excellent opportunity for an experienced business develo ...
-
Executive Assistant, Music Growth
1 week ago
Amazon Services LLC San Francisco, United States2+ years of senior level leadership support, or 1+ years of Amazon experience · - High school or equivalent diploma · - Experience with executive level calendar management · - Experience with domestic and/or international travel · Key job responsibilities · - Manage complex calen ...
-
Analyst, Software Equity Research
1 week ago
Scotiabank San Francisco, United States**Requisition ID**: 195749 · **Salary Range**: 110, ,000.00 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Title**: Analyst, Software Equity Research - San Francisco, CA · **Global Banking and Markets** · Global Bankin ...
-
Executive Director
1 week ago
Hemophilia Foundation of Northern California Martinez, United StatesHemophilia Foundation of Northern California · Executive Director · HFNC's Mission Statement · The Hemophilia Foundation of Northern California (HFNC) serves the needs of people impacted by bleeding disorders through · enhancing quality of life by providing support, education, ou ...
-
Wal-Mart San Bruno, United StatesPosition Summary... · What you'll do... · Revenue Operations is hiring a Senior Manager of E&S Program Operations to lead a newly-formed team responsible for various Enablement & Support programs. The ideal candidate has experience leading through ambiguity, formalizing team oper ...
-
Senior Data Scientist
3 weeks ago
Walmart San Bruno, United StatesAt Walmart, we enable the connection between supplier brands and retail shoppers at unprecedented scale. As primary stewards of our brand promise, "Save Money. Live Better," we work alongside some of the most talented people in the world to engage with the more than 150M househol ...
-
Ancestry San Bruno, United StatesAbout Ancestry: · When you join Ancestry, you join a human-centered company where every person's story is important. Ancestry, the global leader in family history, empowers journeys of personal discovery to enrich lives. With our unparalleled collection of more than 40 billion re ...
-
Director of Development, Mothers
1 week ago
Lucile Packard Foundation for Children's Health Palo Alto, United States**ABOUT THE FOUNDATION** · - The Lucile Packard Foundation for Children's Health, in partnership with Stanford Medicine and Lucile Packard Children's Hospital, unlocks philanthropy to transform health for children and families in Northern California - and around the world. Throug ...
-
Executive Event Manager
1 week ago
Workday Pleasanton, United StatesYour work days are brighter here. · At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us a ...
-
MSD Malaysia South San Francisco, United StatesAssociate Vice President/Therapeutic Area Head, Translational Medicine – Cardiovascular & Respiratory page is loaded · Associate Vice President/Therapeutic Area Head, Translational Medicine – Cardiovascular & Respiratory · Apply · remote type · Hybrid · locations · USA - Ne ...
-
Financial Representative
3 weeks ago
Fidelity Investments Burlingame, United StatesJob Description: · Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
-
Senior Delivery Manager
1 week ago
Conduent State & Local Solutions, Inc Daly City, United StatesThrough our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to persona ...
-
Clinical Outreach Manager
3 weeks ago
Charlie Health San Mateo County, United StatesWhy Charlie Health? · Young people across the nation are grappling with a mental health crisis characterized by escalating rates of depression, anxiety, trauma, substance use disorders, and suicide. Individuals who seek support are met by geographical and financial barriers, driv ...
-
Financial Advisor/Senior Financial Advisor
3 weeks ago
Summitry San Mateo, United StatesJob Description · Financial Advisor/Senior Financial Advisor · Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. Join an innovative ...
-
Financial Advisor/Senior Financial Advisor
5 days ago
Summitry San Mateo, United StatesJob Description · Job Description · Financial Advisor/Senior Financial Advisor · Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees and over 1000 clients, offering personalized financial planning and investment strategies, rooted in local insight. J ...
Business Relationship Manager Senior Deepening - San Bruno, United States - JPMorgan Chase Bank, N.A.
Description
Join 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 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.
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 ResponsibilitiesManage, 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 prospectsRegularly 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
Required qualifications, capabilities, and skills
Minimum of 7 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 appropriateDemonstrated 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
Preferred qualifications, capabilities, and skills
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
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
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 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
Base Pay/Salary
San Bruno,CA $119, $188,000.00 / year
#J-18808-Ljbffr