Business Relationship Manager Senior - Acquisition- Vice President

Location: Tempe, AZ, United States

Job Family: Relationship Manager

About the Role

As a Business Relationship Manager Senior - Acquisition - Vice President at JP Morgan Chase, you will play a pivotal role in expanding our footprint among over 3 million small businesses nationwide. Based in Tempe, AZ, this position is ideal for a seasoned professional passionate about delivering innovative financial solutions at one of the world's leading banks. You will focus on acquiring new clients by identifying opportunities in the Southwest region, leveraging JP Morgan Chase's robust portfolio of products including commercial loans, treasury services, and merchant processing to drive business growth and foster long-term partnerships. In this client-facing role, you will conduct in-depth market analysis to target high-potential small businesses, develop compelling acquisition strategies, and collaborate with cross-functional teams to deliver seamless onboarding experiences. Your expertise in financial services will be crucial in assessing client needs, structuring tailored financing options, and ensuring compliance with industry regulations. Success in this position requires a proactive approach to prospecting, exceptional relationship management skills, and the ability to navigate complex financial landscapes to achieve ambitious revenue targets. Joining JP Morgan Chase means becoming part of a dynamic team committed to innovation and excellence in financial services. You will have access to cutting-edge tools, ongoing professional development, and a supportive culture that values diversity and inclusion. This Vice President-level opportunity offers significant impact, with the chance to influence small business success stories while advancing your career in a globally renowned institution.

Key Responsibilities

• Prospect, acquire, and onboard new small business clients in the assigned territory, focusing on revenue growth through tailored financial solutions
• Build and maintain strong relationships with business owners, providing expert advice on lending, cash management, and payment processing
• Conduct needs assessments and develop customized proposals to meet client financial goals, leveraging JP Morgan Chase's product suite
• Collaborate with internal teams, including credit analysts and product specialists, to structure deals and ensure seamless client experiences
• Monitor portfolio performance, identify cross-sell opportunities, and mitigate risks to achieve acquisition targets
• Represent JP Morgan Chase at industry events, networking groups, and community functions to enhance brand visibility
• Utilize data analytics to identify high-potential leads and track acquisition metrics for continuous improvement
• Ensure all activities comply with federal regulations, including BSA/AML and fair lending practices
• Mentor junior team members on acquisition strategies and client management best practices

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7 years of experience in commercial banking, business development, or financial services sales
• Proven track record in acquiring new small business clients and managing portfolios exceeding $50 million in revenue
• Strong understanding of small business lending products, credit analysis, and regulatory compliance in the financial services industry
• Experience with CRM systems and financial modeling tools
• Ability to travel up to 25% within the assigned territory
• Series 6 and 63 licenses or willingness to obtain them

Preferred Qualifications

• MBA or advanced degree in Finance
• Prior experience at a major financial institution like JP Morgan Chase
• Bilingual proficiency in Spanish or another language spoken by small business owners in the Southwest region
• Demonstrated success in cross-selling treasury management and merchant services
• Knowledge of fintech integrations for small businesses

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
• Relationship-building and networking expertise
• Knowledge of banking regulations and compliance standards
• CRM software proficiency, such as Salesforce
• Data-driven decision-making and analytics
• Problem-solving and strategic thinking
• Time management and organizational skills
• Adaptability to fast-paced environments
• Team collaboration and leadership
• Customer-centric approach to service delivery
• Digital banking and fintech awareness
• Risk assessment and portfolio management

Benefits

• Competitive base salary plus uncapped performance-based incentives
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with company match up to 5%
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to JP Morgan's internal training academy
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements, including hybrid options in Tempe, AZ

JP Morgan Chase is an equal opportunity employer.