Business Relationship Manager jobs in United States, Missouri, O’fallon
JPMorgan Relationship Banker - Lake St Louis Branch O'Fallon MO United States, Missouri, O’Fallon
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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 concept
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Bank Of America Market Financial Center Manager - St Louis NW-Columbia United States, Missouri, O’Fallon
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Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
Responsibilities:
• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence
Required Qualifications:
1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
Proven record of balancing risk and making sound decisions while achieving business goals
Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Proficiency in computer skills and professional programs (for example, Microsoft Office)
Availability to work weekends and/or extended hours as required to run the business
Must be able to travel to any financial center within the defined market
Desired Qualifications:
1+ years of management experience including hiring, coaching and developing direct reports
Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
Bachelor’s Degree in related field
Bilingual (fluent verbal and written)
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Citi Group KYC Operations Manager - C12 SAN ANTONIO United States, Missouri, O’Fallon
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Responsibilities:
- Manage and lead KYC operations, including executing processes in accordance with Citi compliance policies and overseeing the KYC control environment
- Perform program management of existing Business As Usual (BAU)/Refresh process with scope to migrate further functions globally
- Provide people management and development responsibilities and ensure team service level standards are met
- Liaise with Compliance department and senior management within business units supported
- Oversee new client onboarding and implement process enhancements to improve client onboarding experience
- Provide Management Information System (MIS) reporting to senior management and ensure delivery of targets within timelines dictated by BAU and Refresh Program
- Monitor account refresh activity daily to ensure regulatory/document requirements are met
- Perform quality reviews on new client and refresh cases, ensuring a high level of quality before cases are finalized
- Maintain ‘Book of Work’ for new system releases and enhancements to existing infrastructure
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Ability to manage teams.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
- 5-8 years of experience
Education:
- Bachelor's degree/University degree or equivalent experience
Anticipated Posting Close Date:
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Citi Group Testing Senior Manager AML/KYC - Hybrid United States, Missouri, O’Fallon
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The Testing Senior Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval. Manages initiatives related to User Acceptance Testing (UAT) process and product rollout into production. Testing specialists who work with technology project managers, UAT professionals and users to design and implement appropriate scripts/plans for an application testing strategy/approach. Responsibilities may also include software quality assurance testing.Responsibilities:
- Develops and designs standards and procedures, ensures that they are adhered to throughout the software development life cycle.
- Manages organizational process change.
- Develops and implements methods for cost, effort and milestones of IT Quality activities.
- Strives for continuous improvements and streamlining of processes.
- Ensures consistency and quality of processes across the organization.
- Manages one or more testing teams.
- Deals with complex and highly variable issues.
- Collaborates with client leads and development organizations and partners with business users.
- Evaluates subordinates' performance and makes decisions on pay increases, promotions, terminations, etc.
- Analyzes trends at an organizational level to improve processes; follows and analyzes industry trends.
- Exhibits in-depth understanding of concepts and procedures within own area and basic knowledge of these elements in other areas.
- Requires in-depth understanding of how own area integrates within IT testing and has basic commercial awareness.
- Uses evaluative judgment in complicated or novel situations, uses multiple sources of information. Impacts IT testing through delivery of end results and contribution to planning, finances/budget and formulation of policies.
- Management responsibility for a team or multiple teams, including management of people, budget and planning, performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.
- Produces performance testing workload definition and analysis, factoring in known or projected volumes and transaction mix, to ensure coverage of critical business transactions.
- Performs other duties and functions as assigned.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
- 6-10 years project management experience or experience leading large scale transformational, global change.
- In-depth understanding of Systems Development Life Cycle processes
- Thorough understanding of end to end testing processes, Quality Center and other testing related tools
- Requires communication and diplomacy skills and an ability to persuade and influence.
Education:
- Bachelor’s/University degree, Master’s degree preferred
Anticipated Posting Close Date:
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JPMorgan Business Relationship Manager I- Officer United States, Missouri, O’Fallon
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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 70 – 90 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
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
capabilities, and skills
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
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Citi Group Business Control Specialist - C05 Hybrid United States, Missouri, O’Fallon
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Responsibilities:
- Participates in the application of operational risk policies, technology and tools, and governance processes to create lasting solutions for minimizing losses from failed internal processes, inadequate controls, and emerging risks.
- Contributes to risk assessments and drives actions to address the root causes that persistently lead to operational risk losses by challenging both historical and proposed practices.
- Provides governance and oversight may include (not limited to) technology operational risk, risk for example.
- Tracks and resolves risk issues
- Identifies system or process weaknesses, proposing resolutions that will mitigate the exposure and increase processing efficiency
- Integrates other control functions to ensure all risks are fully scrutinized
- Identifies risks that cross the businesses and organizing cross-functional solutions
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
- 1-3 years experience within Mortgage, Retail/Private Bank, Home Equity or Financial Services Company required
- 1-3 years experience working experience with In-Business Controls preferred
- Excellent written and verbal communication skills
- Ability to perform under pressure
- Ability to manage multiple tasks and priorities
- Ability to function independently
- Proficient in MS Office Word, Excel and PowerPoint applications
Education:
- High School diploma or equivalent
Anticipated Posting Close Date:
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Citi Group Ops Sup Sr Manager C13 Hybrid United States, Missouri, O’Fallon
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Responsibilities:
- Manage professional teams and departments through delegation of tasks and responsibilities
- Conduct performance evaluations, compensations, hiring, disciplinary actions, and terminations of team members as well as maintain appropriate staffing requirements
- Monitor the team’s quality and efficiency of end results and manage all training and development needs of assigned personnel
- Create and develop budget, policy formation and short-term resource planning
- Manage occasionally complex and varied issues with significant departmental impact
- Apply in-depth knowledge of how areas integrate within the sub function as well as coordinate and contribute to the goals of the entire function
- Provide evaluative judgment based on analysis of information in complicated and unique situations
- Ensure essential procedures are followed and contribute to the defining standards
- Has the ability to operate with a limited level of direct supervision.
- Can exercise independence of judgement and autonomy.
- Acts as SME to senior stakeholders and /or other team members.
- Ability to manage teams.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
- 6-10 years of experience with background in Financial Services Industry (Commercial Banking related experience is an advantage)
- Extensive knowledge of the Client Onboarding processes
- Working knowledge of Commercial Liability Account Opening, Maintenance & Anti Money Laundering (AML) Requirements
- Working knowledge of Systematics, Filenet, Citi Know Your Client (KYC), Workforce Management (WFM) and Commercial Liability Products
- Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
- Proven organization and time management skills
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Strong background in Risk and Compliance, preferred.
Operations SupportFull timeSan Antonio Texas United States$93,440.00 - $140,160.00
Anticipated Posting Close Date:
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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 concept
These jobs might be a good fit
