Business Relationship Manager Senior - Deepening
Company: JPMorganChase
Location: Scottsdale
Posted on: April 1, 2026
|
|
|
Job Description:
Description 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 >$10MM 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
Keywords: JPMorganChase, Phoenix , Business Relationship Manager Senior - Deepening, Accounting, Auditing , Scottsdale, Arizona