Business Relationship Manager Senior Not-for-Profit - Vice President

JPMorganChase • Full-time • Fort Worth, Texas • 3w ago

Description

If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.

As a Business Relationship Manager (BRM) Senior 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 Not-for-Profit clients

Manage a portfolio of 50-65 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 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 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