Business Relationship Manager Senior Deepening Vice President

Location: Fishkill, NY, United States

Job Family: Relationship Manager

About the Role

As a Business Relationship Manager Senior Deepening Vice President at JP Morgan Chase, you will play a pivotal role in supporting the financial success of over 3 million small businesses across the United States. Based in Fishkill, NY, this position is ideal for a seasoned professional passionate about fostering long-term client partnerships and driving innovative financial solutions. At one of the world's most innovative banks, you will leverage JP Morgan Chase's extensive resources to deliver personalized banking services, including loans, treasury management, and merchant solutions, helping small business owners navigate economic challenges and seize growth opportunities. Your expertise will be crucial in deepening existing relationships and expanding our market presence in the Northeast region. In this senior role, you will engage directly with business owners to assess their financial needs, conduct in-depth analyses, and recommend tailored products from JP Morgan Chase's robust portfolio. Responsibilities include prospecting new clients through strategic networking, collaborating with cross-functional teams to ensure seamless service delivery, and monitoring portfolio health to identify upsell opportunities. You will also represent the firm at local events, providing insights on industry trends and regulatory updates, all while adhering to the highest standards of compliance and ethical practices that define JP Morgan Chase. Joining JP Morgan Chase means becoming part of a dynamic team committed to innovation and client-centric banking. This position offers the chance to advance your career in financial services while contributing to the vitality of small businesses that power the American economy. With opportunities for professional growth, competitive compensation, and a supportive work environment, you will thrive in a role that combines strategic relationship management with impactful financial advisory.

Key Responsibilities

• Build and deepen relationships with over 3 million small business clients nationwide by understanding their unique financial needs and providing tailored solutions
• Prospect and acquire new small business clients in the Fishkill, NY market through networking, referrals, and targeted outreach
• Conduct comprehensive financial reviews and analyses to recommend appropriate products like business loans, cash management, and payment processing services
• Collaborate with internal teams including credit, treasury, and merchant services to deliver seamless client experiences
• Monitor portfolio performance, identify growth opportunities, and mitigate risks to ensure client satisfaction and retention
• Develop and execute strategic plans to expand wallet share and revenue in assigned territories
• Provide expert guidance on economic trends, regulatory changes, and innovative banking solutions from JP Morgan Chase
• Represent JP Morgan Chase at local business events, chambers of commerce, and community initiatives to enhance brand visibility
• Utilize CRM tools and data analytics to track client interactions and forecast business opportunities
• Ensure all activities comply with JP Morgan Chase's ethical standards and federal banking regulations

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7 years of experience in commercial banking, relationship management, or financial services
• Proven track record in deepening client relationships and driving business growth in the small business segment
• Strong understanding of financial products including loans, credit lines, treasury services, and merchant solutions
• Excellent analytical skills with experience in financial analysis and risk assessment
• Series 6 and 63 licenses or willingness to obtain them
• Ability to travel within the local market as needed

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with small to mid-sized businesses in the Northeast region
• Bilingual proficiency in Spanish or another language spoken in the local community
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of regulatory compliance in banking, such as BSA/AML requirements

Required Skills

• Relationship building and client management
• Financial analysis and modeling
• Sales and business development
• Knowledge of commercial banking products
• Risk assessment and credit underwriting
• Data analytics and CRM proficiency (e.g., Salesforce)
• Communication and presentation skills
• Negotiation and problem-solving
• Regulatory compliance awareness
• Strategic planning and market analysis
• Team collaboration and leadership
• Customer service orientation
• Adaptability to economic changes
• Proficiency in Microsoft Office Suite
• Time management and organizational skills

Benefits

• Competitive base salary with performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and 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.