Business Relationship Manager Senior Not-for-Profit – Vice President
| Company | JP Morgan Chase |
|---|---|
| Location | Houston, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- 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
- Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
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 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
Preferred Qualifications
- Expert knowledge of business, credit underwriting with commercial credit training