Business Relationship Manager Senior Deepening, Vice President

Business Relationship Manager Senior Deepening, Vice President

About the Company

Diverse financial services firm & investment bank

Industry
Financial Services

Type
Public Company

Founded
2000

Employees
10,001+

Categories

• Financial Services
• Finance
• Banking
• Wealth Management
• Banking & Mortgages
• Asset Management
• Investment Banking
• Investment Management
• Venture Capital
• Consulting & Professional Services
• B2B
• Business
• Corporations
• JPMorgan Chase
• Currencies
• New York City
• Economics
• Insurance
• Credit

Specialties

• consumer & community banking
• corporate and investment bank
• asset management
• private banking
• and commercial banking

Business Classifications

• B2B

About the Role

The Company is seeking a Business Relationship Manager Senior with a focus on deepening client relationships. The successful candidate will be responsible for managing a portfolio of large, profitable business clients, with a strong emphasis on deposit acquisition, product deepening, client retention, and growth. This role requires a customer-focused individual who enjoys building relationships and providing financial advice. The Business Relationship Manager Senior will be expected to deliver a high-touch experience, conduct in-person and virtual client interactions, and work to increase the primary bank share through referrals. Applicants must have a 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, business credit underwriting, and the ability to provide comprehensive and customized financial solutions are essential. The role demands excellent communication, organizational, and relationship-building skills, as well as the ability to influence and leverage technology effectively. A proactive and self-directed approach, with the ability to balance client needs with the firm's interests, is also required. A Bachelor's degree in finance or a related field is preferred, along with proficiency in Microsoft Office and in-depth knowledge of diverse business and economic concepts.

Functions

• Account Management/Optimization
• Sales/Revenue