Business Relationship Manager Senior Deepening - Vice President
$10 per hourChase
Business Relationship Manager
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 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 concepts
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
$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$10 per hour
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...SeniorWork experience placementWork at office- ...Senior Vice President, Stategic Initiatives About the Company Mission-driven organization... ...Industry Non-Profit Organization Management Type Non Profit Founded 19... ...and the ability to build and maintain relationships at all levels are essential for this...Senior
- ...Senior Vice President, Development & Major Gifts About the Company Mission-driven organization... ...Industry Non-Profit Organization Management Type Non Profit Founded 19... ...solicitations to individual donors, businesses, and foundations. This role involves...Senior
- ...Senior Vice President, Development & Fundraising About the Company Mission-driven organization... ...Industry Non-Profit Organization Management Type Non Profit Founded 199... ...solicitation of individuals, foundations, and business leaders, and will be expected to...SeniorWork at office
$70.3k - $73.98k
...performance. Job Description: Actively deepens existing customer relationships through a structured calling... ...Sales Culture. Actively originate business loan requests by gathering loan... ...business depository products, treasury management products, business credit cards, as...Full timeWork experience placement- ...Senior Client Manager At Gallagher, we're united by a commitment to service, growth, and excellence... ...a key role in building strong client relationships, managing accounts, and mentoring... ..., specialized skill set, lines of business/practice area, supply/demand, and scheduled...SeniorLive outWork at officeLocal areaFlexible hours
$102k - $145k
...Business Relationship Manager I Or II Come join a company you can be proud to represent. The hiring range for this opportunity is $102,000 to $145,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our...Local areaImmediate start$170.26k - $200.3k
...Bank in Walnut Creek is seeking an Institutional Client Group Relationship Manager responsible for managing a complex portfolio of commercial... ...analytical, and communication skills. You will prospect for new business and provide financial advice to clients while capitalizing...Senior- ...in Walnut Creek, CA is seeking an experienced professional to manage a complex portfolio of commercial loans. The role requires strong... ...ability to provide financial advice while building customer relationships. Applicants should have a Master's degree and 10+ years in...Senior
$65k - $90k
Mutual of America is looking for a Client Relationship Manager to engage and strengthen relationships with clients in California. This role includes... ...tasks. Successful candidates will possess excellent business writing and public speaking skills, with qualifications including...Senior$80 - $110 per hour
Carollo Engineers, located in Walnut Creek, California, seeks a highly experienced professional focused on water operations. This role demands substantial expertise in water and wastewater process operations, with a minimum of 15 years of experience, including 3 years in...SeniorHourly pay$216k - $288k
...solution providing clients with a personal relationship, specialized service and ongoing advice... ...Group addresses complex wealth management needs of clients through our Planning and... ...mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel...SeniorWork at office- U.S. Bank is seeking a Business Banking Relationship Manager in Walnut Creek, California, to assist business clients in achieving their financial goals. The ideal candidate will spend significant time prospecting and cultivating client relationships while offering tailored...SeniorWork at office3 days per week
- ...leading personal lines insurer, is seeking a Legal Operations Senior Consultant to oversee legal operations projects remotely across... ...States, except Hawaii and Alaska. This role requires strong project management and communication skills, with at least 8 years of relevant...SeniorRemote job
$70k - $120k
...opportunity? Embrace RBC Wealth Management’s core values and culture as... ..., clients and the team. The Senior Branch Service Manager is a... ...and maintain professional relationships with clients by assisting... ...of job opportunities across business The good‑faith expected salary...SeniorFull timeWork at officeFlexible hours$48 - $55 per hour
Accenture is seeking an Epic Certified Health Information Management Senior Analyst based in Walnut Creek, California. This role demands... ...expert, ensuring compliance with HIPAA, and managing client relationships effectively. The position offers a competitive hourly...SeniorHourly pay- ...Gallagher & Co. (AJG) in Walnut Creek, CA is seeking a full-time professional to enhance client relationships through expert guidance on employee benefits. You will manage the renewals and deliver tailored solutions, ensuring client satisfaction and navigating benefits...Full time
$150k - $190k
...infrastructure tech company on a mission to modernize how utilities manage their underground assets. We work with world‑class engineers,... ...for millions of people. About the Role We are looking for a Senior Product Manager who will own a portion of our Pioneer platform,...SeniorLocal areaRemote work- Description JOB SUMMARY: The position of Senior Treasury Relationship Manager (STRM) is responsible for developing new Treasury Management business, expanding existing client relationships, and providing consultative Treasury Management solutions and services to prospective...SeniorWork experience placementWork at office
- Merceradvisors, located in Walnut Creek, California, is seeking a Manager, Client Service to oversee a dedicated team and ensure exceptional client service. This role focuses on team leadership, optimizing operational productivity, and providing a high-quality client experience...
- Gallagher is seeking a Client Coordinator for its Small Business Team in Walnut Creek, CA. This full-time, hybrid position involves building relationships and guiding clients through employee benefits programs. You’ll manage renewals, and leverage tools like Excel and...Full time
- ...do here creates meaningful change for businesses and the people who power them. We’re a... ...Creek, CA office is all about building relationships, guiding clients through their benefits... ...maintain strong client relationships. Manage client renewals and open enrollment processes...Full timeLive outWork at officeLocal areaFlexible hours
- ...do here creates meaningful change for businesses and the people who power them. We’re a... ...Creek, CA office is all about building relationships, guiding clients through their benefits... ...maintain strong client relationships. Manage client renewals and open enrollment processes...Full timeWork at officeLocal areaFlexible hours
$60k - $96k
...Merrill Wealth Management is a leading provider of comprehensive... ...develop and enhance client relationships. Responsibilities Serve as... ...to assist with relationship‑deepening conversations. Execute the... ...Financial Advisor team and/or Senior Business Managers in developing and...Shift workDay shift$140k - $185k
...role-specific responsibilities and business needs. At Bank of America, you... ...contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and... ...satisfaction. Responsibilities: Manages an extensive portfolio of complex...SeniorFull timeWork experience placementWork at officeLocal areaFlexible hoursShift workDay shift$125k - $140k
...Overview As a Senior Business Development Executive, you will be responsible for developing... ...acquiring new clients, expanding existing relationships, mentoring Business Development... ...base. Qualifications BA/BS in Business, Management, Computer Science or Engineering fields...SeniorContract work- Oakmont Management Group is seeking a Regional Operations Specialist in San Ramon, California. This position entails substantial travel (... ...California and requires an RCFE license. The ideal candidate boasts senior living experience and is responsible for operational management...SeniorLocal area
$113.65k - $147.63k
Donor Network West in San Ramon, California, seeks a Clinical Operations Manager to oversee daily organ donation operations, ensuring efficient management of organ activities. The role involves collaborating with medical professionals and providing on-site support for staff...Senior- ...Banker in Walnut Creek, California. This role requires over six years of financial services experience, with a focus on client relationship management and investment knowledge. The Private Banker will manage client relationships, advise on wealth management, and ensure an...Senior
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!
- senior business manager Walnut Creek, CA
- new business executive Walnut Creek, CA
- director enterprise solutions Walnut Creek, CA
- director enterprise architecture Walnut Creek, CA
- director of enterprise application services Walnut Creek, CA
- director of business systems Walnut Creek, CA
- business manager Walnut Creek, CA
- director enterprise applications Walnut Creek, CA
- business opportunity manager Walnut Creek, CA
- business director Walnut Creek, CA

