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Business Relationship Manager Senior Deepening - Business Banking - Vice President

Company: JPMorgan Chase & Co.
Location: Walnut Creek
Posted on: March 21, 2023

Job Description:

Business Relationship Manager Senior Deepening - Business Banking - Vice President -"Job Details" Job Identification 210397155 Job Category Relationship Manager Locations You are customer focused, build relationships and provide financial advice to your clients. A role as a Business Relationship Manager is for you.

  • 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, and state requirements while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage digital tools to ensure client is versed on self-service options.
  • Understand the personal financial goals and needs of the business owner(s). Utilize knowledge of core Consumer products and partner with Branch to identify and deliver appropriate personal financial solutions e.g. consumer Demand Deposit Account, consumer credit card, mobile and digital solutions. Utilize knowledge of diverse types of businesses, industries, markets, financial and economic concepts to identify and provide appropriate solutions to a variety of clients and businesses
  • Build collaborative relationships and partner with specialists across JPMorgan Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, Card, Commercial Bank and Private Bank to pair clients with experts on certain products as needed e.g. mortgage, home equity, investments. -
  • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements. Escalate issues as identified.
  • Utilize knowledge of treasury products to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of digital cash management products and services; f ollow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities. Use sound judgment and risk management to resolve client issues and implement solutions end-to-end by making decisions on behalf of the client e.g., authorize wire release on behalf of client, serve as their proxy in fraud situations, obtain additional information as needed .
  • Deepen existing relationships through regular client calling to understand the needs of the business and its owner(s) and develop the full financial relationship - business and personal - to ensure a seamless client experience throughout Chase. 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. Required qualifications, capabilities, and skills
    • Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments. Excellent communication skills with individuals at all levels, internally and externally. Proficiency in building and maintaining positive relationships with clients and internal partners. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently.
    • 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.
    • 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.
    • Ability to balance needs of clients with associated risks and interests of the firm. Preferred qualifications, capabilities, and skill s
      • Bachelor's degree in Finance or related field, or equivalent work experience strongly preferred.
      • 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. About Us 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. - In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
        The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.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. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term. Page Business Relationship Manager Senior Deepening - Business Banking - Vice President - Chase- Candidate Experience page Careers loaded IMPORTANT NOTICE: PLEASE READ CAREFULLY BEFORE USING THIS WEBSITE

Keywords: JPMorgan Chase & Co., Walnut Creek , Business Relationship Manager Senior Deepening - Business Banking - Vice President, Accounting, Auditing , Walnut Creek, California

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