Business Relationship Manager Senior - Acquisition

Location: Tempe, AZ, 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 Senior - Acquisition in our Commercial Banking division, you will play a pivotal role in expanding our reach to over 3 million small businesses nationwide. Based in Tempe, AZ, this position focuses on acquiring new clients in the dynamic Southwest market, offering customized financial solutions that empower entrepreneurs to grow and thrive. You will join a collaborative team dedicated to delivering world-class banking services, leveraging JP Morgan Chase's vast resources to support businesses from startups to established enterprises. In this senior role, your primary focus will be on proactive business development, identifying and engaging high-potential small business owners through targeted outreach, networking events, and data-driven prospecting. You will conduct in-depth financial consultations to understand client needs, recommending a suite of products including term loans, working capital lines, merchant services, and cash management solutions tailored to their operations. Collaborating closely with credit teams, you will guide the underwriting process to ensure deals are structured efficiently while adhering to JP Morgan Chase's rigorous risk standards. Success in this position requires a blend of strategic acumen and hands-on relationship management to build long-term partnerships that drive mutual growth. What sets this opportunity apart is the chance to contribute to JP Morgan Chase's mission of fostering economic inclusion for small businesses, particularly in underserved communities. You will have access to cutting-edge tools, ongoing training, and a supportive culture that values innovation and diversity. With performance incentives tied to acquisition goals, this role offers substantial career advancement potential within one of the world's most respected financial institutions. If you are passionate about financial services and excel in a results-oriented environment, join us in Tempe to make a meaningful impact on America's small business landscape.

Key Responsibilities

• Prospect, acquire, and onboard new small business clients in the Tempe, AZ market, focusing on businesses with annual revenues of $1-50 million
• Build and maintain strategic relationships with business owners, providing tailored financial solutions including loans, lines of credit, and treasury services
• Conduct comprehensive financial needs assessments and recommend JP Morgan Chase products to drive revenue growth and client retention
• Collaborate with internal teams such as credit underwriters and product specialists to structure deals and mitigate risks
• Monitor portfolio performance, identify cross-sell opportunities, and ensure compliance with banking regulations
• Develop and execute localized marketing strategies to expand JP Morgan Chase's small business footprint in Arizona
• Analyze market trends and competitor activities to inform acquisition strategies
• Prepare and present business reviews to senior leadership, highlighting key metrics and growth initiatives
• Mentor junior relationship managers on acquisition best practices and client engagement
• Leverage data analytics to target high-potential prospects and optimize outreach efforts

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field
• Minimum of 5 years of experience in business banking, commercial lending, or relationship management within the financial services industry
• Proven track record in acquiring new small business clients and managing portfolios exceeding $50 million in revenue
• Strong understanding of credit analysis, risk assessment, and regulatory compliance in small business lending
• Experience with CRM systems and financial modeling tools used in banking
• Ability to travel up to 25% within the assigned territory
• Active Series 6 or 7 license, or willingness to obtain within 90 days

Preferred Qualifications

• MBA or advanced degree in Finance
• 7+ years in small business acquisition at a top-tier bank like JP Morgan Chase
• Bilingual proficiency in Spanish or another language spoken in the Southwest region
• Experience with digital banking platforms and fintech integrations
• Previous leadership role in a sales or relationship management team

Required Skills

• Expertise in small business lending and credit underwriting
• Proficiency in financial analysis and modeling using tools like Excel and Tableau
• Strong sales and negotiation skills for client acquisition
• Excellent communication and presentation abilities
• Knowledge of banking regulations such as BSA/AML and Dodd-Frank
• CRM software experience, including Salesforce or similar platforms
• Analytical mindset for market research and portfolio management
• Relationship-building and networking skills
• Adaptability to fast-paced, target-driven environments
• Digital literacy in online banking and fintech solutions
• Problem-solving and risk management expertise
• Team collaboration and leadership qualities
• Time management and organizational skills
• Cultural sensitivity for diverse small business clients

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive medical, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with up to 5% employer match
• Generous paid time off, including 20 vacation days, sick leave, and parental leave
• Professional development programs, including tuition reimbursement up to $5,000 annually
• Employee stock purchase plan and access to JP Morgan Chase's wellness initiatives
• Relocation assistance for eligible candidates moving to Tempe, AZ
• On-site fitness centers and subsidized gym memberships at select locations

JP Morgan Chase is an equal opportunity employer.