Business Relationship Manager Senior Government Not-for-Profit - Vice President
Company: JPMorgan Chase & Co.
Location: Walnut Creek
Posted on: November 13, 2024
Job Description:
If you are customer focused, enjoy building relationships, and
providing financial advice to Government Not-for-Profit clients,
then a role as a Business Relationship Manager Senior Government
Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Government
Not-for-Profit in Business Banking, you'll manage existing client
relationships and develop new business strategies focused on client
selection. You'll provide an outstanding client experience, and
maintain adherence to the regulatory, legal, and risk management
frameworks unique to these client segments.
Job Responsibilities
- Build collaborative internal and external relationships to
provide the best in client advice and service, develop the business
to ensure a seamless experience for the client who has multiple
products and services
- Serve as a trusted advisor to the client in delivering
comprehensive and customized business banking products and
solutions tailored to the financial needs and circumstances of
Government Not-for-Profit clients
- Manage a portfolio of clients; grow portfolio by prospecting
for new clients and deepening relationships with existing
clients
- Manage credit opportunities within assigned portfolio up to $40
million
- Utilize extensive referral networks and centers of influence to
identify and pursue potential new clients, looking for ways to
cultivate a long-term relationship
- Build relationships by calling on existing clients to truly
understand their organizations/institutions and analyze product and
service growth opportunities and ensure profitability of Government
Not-for-Profit portfolio
- Protect the firm by following sound risk management protocols
and adhering to regulatory requirements
Required qualifications, -capabilities, and skills
- Minimum of 8 years' experience in business banking relationship
management role or related business lending experience
- Bachelor's degree in Finance or related field, or equivalent
work experience
- Knowledge of the unique requirements, laws, regulations, and
risk management for Government Not-for-Profit client base;
familiarity with the formal Request For Proposal process and due
diligence
- Able to identify innovative solutions to best serve client
and/or manage risk
- Demonstrate seasoned judgment to offer comprehensive and
customized solutions that best meet client needs; monitors and
researches segment trends and outcomes to anticipate client needs
and present proactive solutions
- Strong current business network; viewed as a leader in
community organizations such as Chambers of Commerce, Non-Profit
boards
Preferred qualifications, capabilities, and skills
- Expert knowledge of business, credit underwriting with
commercial credit training.
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Keywords: JPMorgan Chase & Co., San Leandro , Business Relationship Manager Senior Government Not-for-Profit - Vice President, Accounting, Auditing , Walnut Creek, California
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