Home
/
Comprehensive
/
Business Relationship Manager Senior Deepening - Vice President
Business Relationship Manager Senior Deepening - Vice President-April 2024
Upland
Apr 1, 2026
About Business Relationship Manager Senior Deepening - Vice President

  Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks.

  If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

  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 will focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Sr. 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 7 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.

  Ability to 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

  Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

  We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

  We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

  JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

  Base Pay/Salary

  Upland,CA $112,100.00 - $176,000.00 / year

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Product Architect
Job Family: Customer Services Req ID: 447874 The exciting, fast-growing Digital Factory division of Siemens PLM Software is actively recruiting Professional Services Product Architects. As a Siemens P
Accountant - Entry Level
Description We are offering a short term contract employment opportunity for an Entry Level Accountant based in Tigard, OR. In this role, you will be working remotely and your primary responsibilities
ACCOUNTING SPECIALIST - Hedrick IA
Description Our Mission To be the best in all that we do, completely focused on our business, ensuring the best products and services for customers, a relationship of trust with our suppliers, profita
Locomotive Mechanic - Rupert, ID
Start a Watco Career and Discover the Difference Keep the world’s supply chain moving. That’s what the Watco team does every day at our short line railroads, switching sites, terminals, ports, and log
Assistant Controller
Description We are providing an avenue for an Assistant Controller to be a part of our clients team in the manufacturing industry, stationed in the Grand Blanc Michigan area. The role entails managing
Technology Risk Senior Manager
West Creek 4 (12074), United States of America, Richmond, Virginia Technology Risk Senior Manager We are hiring! The Enterprise Services Business Risk Office provides risk management support to severa
CNA - Mental Health Tech
Overview Training Available No Certificaton Required No Experience Required At Diversicare, we value our dedicated team members and their crucial role in our success. As a Certified Nursing Assistant
Lead Software Engineer, Full Stack ( Java, Go, AWS)
Center 1 (19052), United States of America, McLean, Virginia Lead Software Engineer, Full Stack ( Java, Go, AWS) Do you love building and pioneering in the technology space? Do you enjoy solving compl
Coordinator - Coordinator Sr
Job Posting End Date 01-01-2025 Please note the job posting will close on the day before the posting end date Job Summary Under some supervision, performs work activities and projects requiring techni
Occupational Therapist OT Full Time & PRN
Sign-On Bonus Offered!!! NOW OFFERING DAILY PAY Occupational Therapist (OT) Full Time and PRN The Gallatin Center for Rehabilitation and Healing is looking for a talented and hard-working Ocupational
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved