Business Leader jobs in United States, California, Sacramento
JPMorgan Business Relationship Manager - Officer United States, California, Sacramento
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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
FEDERAL DEPOSIT INSURANCE ACT:
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Capital One Market Leader Business Cards & Payments NorCal United States, California, Sacramento
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Territory: Northern California & Oregon
This role will lead a team of sellers within a specific geographic market and is responsible for achieving revenue and financial objectives for their markets. You will put your day-to-day leadership skills to the test and will be responsible for recruiting, onboarding, and training new sellers, and supporting those Relationship Managers.
As a Local Market Leader (LML), you will report directly to the Regional Vice President of Regional Sales in Business Cards & Payments and will be responsible for building and leading high performing locally based sellers that deliver against the defined objectives including: recruiting, onboarding, and training of sellers, and day-to-day leadership of the team.
Job responsibilities include but are not limited to the following:
Deliver superior growth and profitability by meeting or exceeding targets in purchase volume, new account acquisition, account penetration, profit, cost, productivity etc. across their region while providing an outstanding customer and associateexperiences.
Provide sales leadership and direction, and program management within their team.
Build a dynamic sales culture that compliments the broader Field strategy and assist their team in achieving their account acquisition and purchase volumegoals.
Participate in the strategic / tactical planning process with the National Sales extended leadership team to drive growth, market share, revenue, cross-sell, sales force growth and productivity, targeted market penetration, customer retention and profit goals.
Ensure that all customer and prospect interactions are conducted in accordance with Capital One legal and compliance and regulatory guidelines.
Champion effective partnerships with the various headquarters based support teams and local Retail and Small Business banking and Commercial bank relationships throughout their market.
Select, orientate, train, coach, develop, motivate and conduct joint work with their team of Relationship Managers.
Partner with other LMLs to ensure consistent execution of sales strategies.
Champion voice of client and voice of associate feedback to support and inform culture of continuous improvement.
Have a deep passion for coaching and developing front line sales professionals as well as yourself.
Basic Qualifications:
At least 5 years of outside business-to-business sales experience
At least 3 years of sales management experience or at least 3 years of peer coaching experience
Preferred Qualifications:
Bachelor’s Degree in Sales, Marketing or Business Management
6+ years of outside customer sales experience
5+ years of experience in a sales leadership role
5+ years of portfolio management experience
3+ years of experience partnering with Small Businesses
3+ years of financial industry experience
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Proficiency in Salesforce.com
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
These jobs might be a good fit
Capital One Relationship Manager Business Cards & Payments United States, California, Sacramento
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Territory:Greater Sacramento
General Responsibilities:
Use insight and consultative selling techniques to teach prospective customers how they can leverage payment solutions (purchasing, travel, and electronic account payable) to positively impact their business
Learn about local small and mid-sized businesses and their purchasing needs and behavior
Analyze the small and mid-sized business’s total business spend to identify additional opportunities to leverage our products and services
Build broad and technical product knowledge and an understanding of how client-side processes should work with our products and services
Assist the business with incorporating our products into their purchasing platform and bookkeeping software
Maintain and update CRM systems regarding sales calls, pipelines and closed sales to ensure data compliance
Acquire net new customers by cold call prospecting ; this is not a referral sales model
Initiate and participate in educational and/or networking events
Establish relationships with “Centers of Influence” in order to engage with the local small and mid-sized business community
Drive incremental charge volume on the card with new clients
Competencies:
Project and process management, interpersonal influence, networking, project ownership, and workflow management skills
Excellent needs-based oral presentation skills
Ability to secure appointments directly with clients and new prospects
Strong organizational, interpersonal, telephone and PC Skills
Proven experience hunting for net new business selling in the field
Basic Qualifications:
At least 3 years of sales experience
Preferred Qualifications:
Bachelor's Degree
5 years of outside customer sales experience as an individual contributor, driving new acquisition as well as managing a client portfolio
1 year of experience working with small and mid-sized business Customers
1 year of experience in the financial industry
Proficiency using Salesforce.com
Proficiency using Google Suite (Docs, Sheets, Slides, Gmail)
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
These jobs might be a good fit
JPMorgan Business Relationship Manager Senior Acquisition - Vice Pres... United States, California, Sacramento
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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 40-50 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
FEDERAL DEPOSIT INSURANCE ACT:
These jobs might be a good fit
JPMorgan Business Relationship Manager Senior Deepening - Vice Presid... United States, California, Sacramento
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Job Summary:
As a Credit Sales Specialist in the Fixed Income Institutional Sales team, you will manage the sell down of credit to investors, ensuring effective communication and transaction execution. The role involves building and maintaining strong relationships with institutional clients, understanding their needs, and providing tailored credit solutions.
Job Responsibilities:
- Credit Sell Down: Manage the sell down of credit to investors, ensuring effective communication and transaction execution.
- Client Engagement: Build and maintain strong relationships with institutional clients, understanding their needs and providing tailored credit solutions.
- Feedback Solicitation: Actively solicit feedback from clients to enhance syndication processes and improve service delivery.
- Trade Origination: Identify and originate fresh trades for the franchise, leveraging market insights and client relationships.
- Market Analysis: Conduct thorough market analysis to identify opportunities and trends in the credit space.
- Collaboration: Work closely with internal teams to align strategies and ensure seamless execution of credit sales initiatives.
Required Qualifications, Capabilities, and Skills:
- Proven track record in credit sales with institutional clients.
- Strong understanding of the credit market in India, including structured trades
- Excellent communication and negotiation skills.
- Ability to work independently and as part of a team.
- Strategic thinker with the ability to identify and capitalize on market opportunities
These jobs might be a good fit
JPMorgan Business Relationship Manager - Officer United States, California, Sacramento
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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
FEDERAL DEPOSIT INSURANCE ACT:
These jobs might be a good fit
Capital One Market Leader Business Cards & Payments NorCal United States, California, Sacramento
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Territory: Northern California & Oregon
This role will lead a team of sellers within a specific geographic market and is responsible for achieving revenue and financial objectives for their markets. You will put your day-to-day leadership skills to the test and will be responsible for recruiting, onboarding, and training new sellers, and supporting those Relationship Managers.
As a Local Market Leader (LML), you will report directly to the Regional Vice President of Regional Sales in Business Cards & Payments and will be responsible for building and leading high performing locally based sellers that deliver against the defined objectives including: recruiting, onboarding, and training of sellers, and day-to-day leadership of the team.
Job responsibilities include but are not limited to the following:
Deliver superior growth and profitability by meeting or exceeding targets in purchase volume, new account acquisition, account penetration, profit, cost, productivity etc. across their region while providing an outstanding customer and associateexperiences.
Provide sales leadership and direction, and program management within their team.
Build a dynamic sales culture that compliments the broader Field strategy and assist their team in achieving their account acquisition and purchase volumegoals.
Participate in the strategic / tactical planning process with the National Sales extended leadership team to drive growth, market share, revenue, cross-sell, sales force growth and productivity, targeted market penetration, customer retention and profit goals.
Ensure that all customer and prospect interactions are conducted in accordance with Capital One legal and compliance and regulatory guidelines.
Champion effective partnerships with the various headquarters based support teams and local Retail and Small Business banking and Commercial bank relationships throughout their market.
Select, orientate, train, coach, develop, motivate and conduct joint work with their team of Relationship Managers.
Partner with other LMLs to ensure consistent execution of sales strategies.
Champion voice of client and voice of associate feedback to support and inform culture of continuous improvement.
Have a deep passion for coaching and developing front line sales professionals as well as yourself.
Basic Qualifications:
At least 5 years of outside business-to-business sales experience
At least 3 years of sales management experience or at least 3 years of peer coaching experience
Preferred Qualifications:
Bachelor’s Degree in Sales, Marketing or Business Management
6+ years of outside customer sales experience
5+ years of experience in a sales leadership role
5+ years of portfolio management experience
3+ years of experience partnering with Small Businesses
3+ years of financial industry experience
Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook)
Proficiency in Salesforce.com
. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
These jobs might be a good fit
Share
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
FEDERAL DEPOSIT INSURANCE ACT:
These jobs might be a good fit
