Business Relationship Manager II- Assistant Vice President

Location: Louisville, CO, United States

Job Family: Relationship Manager

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and client success. As a Business Relationship Manager II - Assistant Vice President in our Commercial Banking division, you will play a pivotal role in supporting over 3 million small businesses across the United States. Based in Louisville, CO, this position offers the opportunity to leverage your expertise in financial solutions to help entrepreneurs thrive in a dynamic market. You will join a collaborative team dedicated to delivering personalized banking services, from customized lending options to cash management tools, all while upholding our reputation as one of the world's most trusted banks. In this role, you will manage a diverse portfolio of small business clients, conducting in-depth financial assessments and recommending strategies that align with their growth objectives. Your days will involve building meaningful relationships through face-to-face meetings, virtual consultations, and proactive outreach, ensuring clients receive the full spectrum of JP Morgan Chase's offerings. You will work closely with cross-functional teams to navigate complex credit decisions, identify new business opportunities, and ensure seamless execution of financial products. This position demands a blend of analytical rigor and interpersonal finesse, as you balance client needs with prudent risk management in the competitive financial services landscape. We value professionals who are passionate about empowering small businesses and contributing to economic vitality. As an Assistant Vice President, you will have access to robust training, mentorship, and career advancement paths within JP Morgan Chase's expansive network. If you excel in relationship-driven sales and have a deep understanding of small business finance, this role provides the platform to make a tangible impact while advancing your career in one of the industry's most innovative organizations.

Key Responsibilities

• Manage a portfolio of small business clients, providing tailored financial solutions including loans, lines of credit, and treasury services
• Develop and maintain strong relationships with business owners, identifying opportunities to cross-sell JP Morgan Chase products
• Conduct financial analysis and credit assessments to recommend appropriate lending structures and mitigate risks
• Collaborate with internal teams such as credit underwriters and product specialists to deliver comprehensive client support
• Drive business development by prospecting new small business clients in the Louisville, CO market
• Monitor client performance and provide ongoing advisory services to support business growth and financial health
• Ensure compliance with regulatory requirements and JP Morgan Chase policies in all client interactions
• Prepare reports on portfolio performance, revenue metrics, and client satisfaction for senior management
• Participate in community events and networking to enhance JP Morgan Chase's presence among small businesses

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 5 years of experience in commercial banking, relationship management, or financial services
• Proven track record in managing portfolios of small business clients and driving revenue growth
• Strong understanding of credit analysis, lending products, and risk management in the financial services sector
• Excellent communication and negotiation skills with the ability to build long-term client relationships
• Proficiency in financial modeling and analysis tools relevant to small business lending
• Ability to travel locally as needed to meet with clients in the Louisville, CO area

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working with small businesses in the technology or retail sectors
• Certification such as CFA or Series 7/63 licenses
• Prior experience at a major financial institution like JP Morgan Chase
• Bilingual skills, particularly Spanish, to serve diverse client bases

Required Skills

• Financial analysis and credit underwriting
• Client relationship management
• Sales and business development
• Risk assessment and mitigation
• Proficiency in Microsoft Office Suite and CRM tools like Salesforce
• Knowledge of banking regulations and compliance standards
• Strong verbal and written communication
• Negotiation and problem-solving abilities
• Data analysis and reporting
• Time management and organizational skills
• Adaptability in a fast-paced financial environment
• Team collaboration and leadership
• Customer service orientation
• Strategic thinking for portfolio growth
• Digital banking platform familiarity

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.