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JPMorgan Relationship Manager Area Manager- Executive Director 
United States, New York, New York 
615737019

25.06.2024

Job responsibilities

  • Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
  • Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
  • Manage the area’s revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
  • Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
  • Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
  • Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
  • Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment

Required qualifications, capabilities, and skills

  • Minimum of 7 years’ experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
  • Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
  • Strong communication skills with individuals at all levels, internally and externally
  • Analyze reports, metrics, and other data to identify trends, issues, and opportunities
  • Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
  • Balance needs of clients with associated risks and interests of the firm, and consistently use a disciplined process to manage time; use time strategically to balance long-term and day-to-day demands of management role
  • Travel occasionally for key business and leadership meetings and training

Preferred qualifications, capabilities, and skills:

  • Bachelor’s degree in Finance or related field or equivalent work experience
  • Prior experience in managing a relationship development team
  • Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint