The point where experts and best companies meet
Business Relationship Manager - Officer jobs at Jpmorgan in United States, Las Vegas
Discover your perfect match with Expoint. Search for job opportunities as a Business Relationship Manager - Officer in United States, Las Vegas and join the network of leading companies in the high tech industry, like Jpmorgan. Sign up now and find your dream job with Expoint
Company (1)
Job type
Job categories
Job title (1)
United States
State
Las Vegas
10 jobs found
18.09.2025
JPM
JPMorgan Business Relationship Manager Senior - Acquisition- Vice Pre... United States, Nevada, Las Vegas
Share
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash...
Description:
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition 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 focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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
- Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- 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
- Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
- 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
- Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- 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
- 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
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
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
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Show more
These jobs might be a good fit
09.09.2025
JPM
JPMorgan Branch Manager Las Vegas West Bilingual Mandarin Preferred United States, Nevada, Las Vegas
Share
Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and values of Service, Heart, Curiosity, Courage, and Excellence. Deliver on the...
Description:
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
Job responsibilities
- Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and values of Service, Heart, Curiosity, Courage, and Excellence.
- Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
- Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
- Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
- Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
- Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
- Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
- You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
- You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
- You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
- You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
- You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
- You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
- You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
- You have a high school degree, GED, or foreign equivalent.
- You have the ability to work branch hours including weekends and evenings.
Preferred qualifications, capabilities, and skills
- You have a college degree or military equivalent.
- Bilingual English / Mandarin Preferred.
Training and Travel Requirement
- You’ll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager.
- You’ll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
Show more
These jobs might be a good fit
14.08.2025
JPM
JPMorgan Business Relationship Manager - Officer United States, Nevada, Las Vegas
Share
Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and...
Description:
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
- Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
- 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
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
- Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
- Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
- General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
- Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
- Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
- Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
Show more
These jobs might be a good fit
12.08.2025
JPM
JPMorgan Business Relationship Manager Senior Deepening - Vice Presid... United States, Nevada, Las Vegas
Share
Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage...
Description:
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
- Manage, retain and deepen a portfolio of approximately 80-100 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
Required qualifications, capabilities, and skills
- 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
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
Show more
These jobs might be a good fit
11.06.2025
JPM
JPMorgan Business Relationship Manager Senior Deepening - Vice Presid... United States, Nevada, Las Vegas
Share
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...
Description:
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
- 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
Required qualifications, capabilities, and skills
- 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
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
Show more
These jobs might be a good fit
10.06.2025
JPM
JPMorgan Branch Manager - Las Vegas Markets United States, Nevada, Las Vegas
Share
Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...
Description:
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
- Acts as the standard bearer of Chase and creates a world-class customer experience
- Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
- Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
- Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
- Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
- Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
- Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
- Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
- Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
- Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
- Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
- Ability to work branch hours including weekends and evenings
- High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
- College degree or military equivalent
- 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
- Strong desire and ability to influence, educate, and connect team, partners and customers to technology
- Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
- Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
- Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
Show more
These jobs might be a good fit
28.05.2025
JPM
JPMorgan Relationship Banker - Las Vegas West United States, Nevada, Las Vegas
Share
Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...
Description:
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
- Acts as the standard bearer of Chase and creates a world-class customer experience
- Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
- Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
- Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
- Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
- Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
- Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
- Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
- Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
- Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
- Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
- Ability to work branch hours including weekends and evenings
- High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
- College degree or military equivalent
- 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
- Strong desire and ability to influence, educate, and connect team, partners and customers to technology
- Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
- Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
- Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:
Show more
These jobs might be a good fit
Share
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash...
Description:
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition 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 focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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
- Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- 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
- Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
- 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
- Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- 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
- 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
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
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
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Show more
These jobs might be a good fit
Find your dream job in the high tech industry with Expoint. With our platform you can easily search for Business Relationship Manager - Officer opportunities at Jpmorgan in United States, Las Vegas. Whether you're seeking a new challenge or looking to work with a specific organization in a specific role, Expoint makes it easy to find your perfect job match. Connect with top companies in your desired area and advance your career in the high tech field. Sign up today and take the next step in your career journey with Expoint.