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Business Relationship Manager Senior Deepening - Vice President

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

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.

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Average salary estimate

$105000 / YEARLY (est.)
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$90000K
$120000K

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What You Should Know About Business Relationship Manager Senior Deepening - Vice President, Chase

At JPMorgan Chase, we’re on the lookout for a passionate Business Relationship Manager Senior Deepening - Vice President to join our amazing team in Oakland, California. If you thrive on building relationships and enjoy guiding clients with financial insights, this role is tailor-made for you! In this position, you will take charge of a diverse portfolio of large business clients, each boasting annual revenues exceeding $5 million. Your focus will be on deepening existing relationships, acquiring deposits, and ensuring client satisfaction while managing risk effectively. As a vital part of our Business Banking unit, you'll not only provide a high-touch experience to our clients but also promote tailored banking solutions that fit their unique needs. Your expertise in banking, finance, and client management will be crucial in fostering growth and retention. You will spend time conducting in-person and virtual meetings, understanding client goals, and developing strategic solutions that align with their financial objectives. With responsibilities that include managing business credit opportunities, delivering exceptional service, and partnering with specialists to onboard clients, you will play a pivotal role in driving our client-first mission. If you possess excellent relationship-building skills and are ready to take on the challenges of a fast-paced environment while making a difference for our clients, we want to hear from you! Come be a part of our legacy where your contributions will be valued and recognized every step of the way.

Frequently Asked Questions (FAQs) for Business Relationship Manager Senior Deepening - Vice President Role at Chase
What are the primary responsibilities of a Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase?

As a Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase, your main responsibilities include managing and retaining a portfolio of approximately 100 business clients with revenues exceeding $5 million, delivering tailored banking solutions, and focusing on client retention and growth. You will work closely with clients to understand their needs and provide customized deposit and cash management solutions while also assisting with business credit opportunities.

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What qualifications do I need to be a successful Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase?

To excel as a Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase, you need a minimum of 5 years of experience in business banking relationship management or related lending roles. Strong knowledge of cash management products, as well as excellent relationship-building and communication skills, are essential. A Bachelor’s degree in Finance or a related field is preferred, along with experience managing clients with significant revenue.

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How does JPMorgan Chase support Business Relationship Manager Senior Deepening - Vice President in achieving their goals?

JPMorgan Chase provides robust support for Business Relationship Managers Senior Deepening - Vice President by offering access to extensive resources, including financial literacy tools, product specialists, and comprehensive training programs. You will also benefit from a collaborative culture that encourages leveraging existing networks and referrals to cultivate client relationships, ensuring you have everything you need to succeed in your role.

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What skills are important for a Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase?

Key skills for a Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase include strong relationship management, critical thinking, and excellent communication abilities. You must display creativity in problem-solving, the ability to navigate high-pressure situations, and a proactive approach to meeting clients' financial needs while balancing risk and business interests.

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What is the work environment like for a Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase?

The work environment for a Business Relationship Manager Senior Deepening - Vice President at JPMorgan Chase is dynamic and fast-paced, with an emphasis on collaboration and client-first thinking. You will engage with a diverse portfolio of clients and participate in both in-person meetings and virtual communications, allowing for flexibility and adaptability in your approach to relationship management.

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Common Interview Questions for Business Relationship Manager Senior Deepening - Vice President
Can you describe your experience with managing a portfolio of business clients?

When answering this question, focus on specific examples from your previous roles where you effectively managed a client portfolio. Highlight your strategies for client retention, how you customized solutions based on diverse client needs, and the results you achieved, such as increased revenue or strengthened relationships.

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What do you do to ensure a positive client experience?

To ensure a positive client experience, emphasize the importance of communication and understanding client needs. Discuss how you actively listen to clients, respond to their inquiries promptly, and personalize your approach to meet their unique financial goals, showcasing your dedication to their success.

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How do you identify new business opportunities within your client base?

Discuss methods such as regular check-ins with clients, analyzing their business needs, and leveraging industry knowledge to spot potential opportunities. Illustrating your proactive approach to identifying solutions will demonstrate your ability to drive growth and offer additional value.

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Can you give an example of how you managed risk while developing a banking solution for a client?

Provide a specific scenario where you assessed potential risks and how you navigated them while working on a solution for a client. Highlight your approach to collaboration with compliance and risk management teams, and how it ensured a beneficial outcome for both the client and the organization.

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What strategies do you use to build long-term relationships with clients?

Focus on techniques such as consistent follow-up, personalized communication, and hosting client appreciation events. Discuss the importance of trust and transparency in building rapport and how investing time in understanding clients’ businesses leads to more durable relationships.

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How do you stay updated on industry trends and market developments?

Mention your strategies for staying informed, such as subscribing to industry newsletters, attending professional conferences, networking with peers, and utilizing market research tools. Demonstrating your commitment to continuous learning shows your dedication to providing exemplary service.

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Describe a time when you turned around a difficult client situation.

Share a specific situation where a client was dissatisfied and how you successfully addressed their concerns. Highlight your conflict resolution skills and the measures taken to resolve issues, reiterating your focus on client satisfaction and loyalty.

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What role do you believe technology plays in business banking today?

Discuss the transformative impact of technology in streamlining banking processes, enhancing client interaction, and providing data-driven insights. Emphasize your ability to leverage technological tools to enhance client efficiencies and deliver targeted solutions.

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How do you prioritize your work, especially when managing multiple client accounts?

Talk about your organizational skills, including your methods for assessing urgency and importance. Discuss the tools and techniques you use to track client interactions, set reminders for follow-ups, and effectively manage your time to ensure that every client receives attention.

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What do you think sets JPMorgan Chase apart from its competitors in terms of client service?

Use your knowledge of JPMorgan Chase's commitment to client service to discuss how deep relationships and tailored solutions set the bank apart. Emphasize the value of a client-first approach and the resources available that can enhance service delivery.

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Chase serves nearly half of America’s households with a broad range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. A career at Chase offe...

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March 30, 2025

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