Business Relationship Manager Senior Deepening Vice President
$10 per hourTesting Site - JPMC
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’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 #J-18808-Ljbffr Testing Site - JPMC
$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building relationships and providing financial advice to your clients... ...Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a...SeniorWork experience placementWork at office- We’re seeking a future team member for the role of Senior Vice President to join our Client Processing team. This role is located in New York... ...days.In this role, you’ll make an impact in the following ways:Manage a medium to large-sized team or multiple small Client...SeniorWork experience placementWork at officeLocal areaWorldwideFlexible hours
- ...a future team member for the role of Senior Vice President to join our Client Processing team. This... ...an impact in the following ways: Manage a medium to large-sized team or multiple... ...Applicable local/regional licenses or certifications as required by the business...SeniorFull timeWork experience placementWork at officeLocal area
$250k
...Business Relationship Manager Working at Citi is far more than just a job. A career with us means joining... ...metrics and KPI's as defined by Senior Management Support the development... ...assigned book of high valued clients, to deepen the relationship and retain their...SuggestedFull time- ...is a leading investment manager, with $2.2 Trillion in assets... ...member for the role of Senior Vice President, Client Executive to... ...in the following ways: Relationship Management/Business Development: Independently... ...revenue growth through deepening relationships with cross...SeniorWorldwideFlexible hours
- ...Senior Vice President, Institutional Relationship Manager About the Company Well-regarded investment management company Industry Financial Services... ...to client deliverables, such as developing annual business reviews, and strategic engagement plans, and...Senior
- ...Senior Vice President, Asset Based Lending Commercial Relationship Manager About the Company A $13B regional bank committed to expanding its asset-based lending... ...asset-based loans and support growth through business development and referrals. Responsibilities include...Senior
$200k - $250k
...Job Title: Senior Vice President, Senior Relationship Manager Department: North America Institutional Reports... ...Activities: In working to retain and deepen client relationships, the Senior... ...deliverables: Develop annual business review and participate in regular...SeniorWork at officeRemote workWork from home- ...is a leading investment manager, with $2.2 Trillion in assets... ...member for the role of Senior Vice President, Client Executive to... ...in the following ways: Relationship Management/Business Development: Independently... ...revenue growth through deepening relationships with cross...SeniorFull time
- Cotiviti’s Client Services Manager (CSM) coordinates cross-functional client teams to achieve plans, revenue retention, client satisfaction... ...solutions. The role is client-facing and requires strong relationship management, project leadership, and the ability to orchestrate...SeniorRemote job
- ...by prospecting and sourcing new client relationships and growing existing client portfoliosConduct... ...trends and insights across Cash Management, Payments and Trade and develop recommendations... ...with key internal stakeholdersLead business process reviews related to sales...SeniorWork experience placementWorldwideFlexible hours
$176.72k - $265.08k
...Consumer Cards—one of Citi's five core businesses—is an industry powerhouse and... ...'s growth trajectory.Build and lead senior stakeholder relationships across Product, Marketing, Operations... ...multi-product environments.Experience managing and influencing senior stakeholders...SeniorFull time$163.6k - $245.4k
...External RelationsCompany: CitiThe Business & Corporate Communications Senior Lead (SVP) is accountable for... ...understanding of retail banking and wealth management and applies an in-depth... ...Citigold.Build and maintain strong relationships with top-tier financial, business...SeniorFull timeWork at office- ...team member for the role of Senior Vice President, Client Service Executive -... ...do:BNY’s Corporate Trust business plays a critical role in the... ...transactions by safeguarding assets, managing complex payment flows, and... ...with 7-10 years in client relationships and Corporate Trust,...SeniorFull timeWorldwideFlexible hours
$156.16k - $234.24k
...Technology Strategy & Operations Lead - Senior Vice President Apply (opens in new window) Job Req Id... ..., quantifying, and socializing the business benefits and modernization roadmaps resulting... ...modernization program, defining and managing critical delivery milestones,...SeniorFull time- ...Senior Vice President, Payments Business Risk Management Executive About the Company Expanding provider of investment management, research & trading services... ...etf financial products fund accounting relationship management research trading and...Senior
$149.6k - $224.4k
...CitiCiti is looking for a Small Business Referral Growth Lead at the... ...professional who converts relationships into funded business and thrives... ...relationships. Build and manage a high-performing small business... ...reports and pipeline updates to senior leadership, translating data...SeniorFull timeWork at office$198k - $233k
...partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their... ...culture to our globally diverse business, we offer opportunities not only to... ...DepartmentFranklin Templeton is seeking a Senior Business Development & Relationship...SeniorWork at officeLocal areaWorldwide$155k - $215k
...a highly skilled and hands-on Senior Network Engineer to join our Enterprise... ...Lead Infrastructure Production Management & Reliability Engineering position at the Vice President level, which is part of the job... ...and availability to support business operations. Since 1935, Morgan...SeniorTemporary workWeekend work- Business Senior Tech Lead Analyst -Senior Vice President Job Req Id: 261005059 Location(s): Pune, Maharashtra, India... ...and partner with multiple senior management teams to meet goals and deploy... ...Proven ability to develop working relationships and approach work methodically...SeniorFull time
- ...seeking a Fixed Income Client Portfolio Manager at Senior Vice President level level to join the Client... ...competitors, ultimately driving new business.Function as a champion of the... ...Ability to build and maintain positive relationships with peer professionals including portfolio...SeniorFull timeWorldwideFlexible hours
- ...seeking a Equities Client Portfolio Manager at Senior Vice President level level to join the Client... ...competitors, ultimately driving new business.Function as a champion of the business... ...Ability to build and maintain positive relationships with peer professionals including...SeniorFull timeWorldwideFlexible hours
$150k - $200k
...coordinating across multiple advisors and managing complex assets. At NewEdge... ...: The NewEdge Family Office Vice President, Relationship Manager works alongside senior advisors as a key point of... ...client experience end to end: deepening relationships with principals,...Work at office- City National Bank is seeking a Relationship Manager SR I in a national role with primary remote work and periodic in-market collaboration. You will acquire and manage a portfolio of small business and personal relationships, working with RBC USWM Advisors to deliver CNB...SeniorRemote job
- ...by prospecting and sourcing new client relationships and growing existing client portfolios... ...identify trends and insights across Cash Management, Payments and Trade and develop... ...with key internal stakeholders Lead business process reviews related to sales opportunities...SeniorFull timeWork experience placement
- ...team member for the role of Senior Vice President, Client Executive to join... ...Clearance and Collateral Management team. This role is located... ...opportunities to evolve client business for incremental account... .... Manages overall relationship profitability and develops...SeniorFull timeTemporary workWork experience placementLocal area
- ...team member for the role of Senior Vice President, Client Executive to join... ...software and services business in the financial services... ...having experience selling data management, accounting and... ...for developing new client relationships and will also be expected...SeniorFull timeWork experience placement
$100k
...Opportunity The ideal SRD (Senior Regional Director) candidate... ...to represent Voya Investment Management in the Florida Region. It is... ...net cash flow, building new relationships and managing existing relationships... ...Partner with other lines of business within Voya, such as DCIO,...SeniorBase plus commissionPart timeWork experience placementLocal areaFlexible hoursNight shift- VSP Vision seeks a Senior SaaS Client Relationship Manager to oversee enterprise Eyefinity accounts with 75+ locations and drive SaaS adoption. You will... ...provide consultative solutions, and develop quarterly business reviews. The role involves leadership, mentoring, and...SeniorRemote job
- ...a future team member for the role of Senior Vice President, Client Service to join our Client Services... ...understanding of our client’s business, operating model and technology strategy... ...service delivery Cultivate a deep relationship and appreciation for what drives our...SeniorFull timeTemporary workWork experience placementWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Relationship Manager Senior Deepening Vice President. Be the first to apply!
- business administration manager New York, NY
- manager enterprise sales New York, NY
- hr business partner manager New York, NY
- business project manager New York, NY
- director business analysis New York, NY
- manager business intelligence New York, NY
- customer business manager New York, NY
- business strategy manager New York, NY
- junior business manager New York, NY
- commercial business manager New York, NY



