Business Relationship Manager Senior Deepening - Vice President

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 Deepening - 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 Tempe, Arizona, this position offers the opportunity to leverage our cutting-edge platforms and extensive resources to deliver personalized financial solutions that help small business owners thrive in a competitive landscape. You will focus on deepening existing relationships, expanding product penetration, and fostering loyalty among key clients in sectors such as retail, healthcare, and professional services. Your primary focus will be managing a high-value portfolio of small to mid-sized business clients, conducting in-depth financial consultations, and identifying opportunities to enhance their banking experience with JP Morgan Chase's suite of offerings, including customized lending, payment processing, and advisory services. You will collaborate closely with cross-functional teams to mitigate risks, ensure regulatory compliance, and drive measurable business outcomes. This role demands a strategic mindset to navigate economic fluctuations and tailor solutions that align with clients' growth objectives, all while contributing to the firm's reputation as a trusted partner in the financial services industry. We seek a seasoned professional passionate about empowering small businesses and excited to join a dynamic team in one of the world's most admired banks. In this Vice President-level position, you will have access to advanced analytics tools, ongoing professional development, and a supportive culture that values work-life balance. If you excel in relationship-driven sales and have a deep understanding of commercial finance, this opportunity at JP Morgan Chase in Tempe, AZ, will allow you to make a significant impact on clients' success and the broader economy.

Key Responsibilities

• Manage and deepen relationships with a portfolio of over 200 small business clients nationwide, focusing on deepening wallet share through tailored financial solutions
• Identify and pursue new business opportunities by prospecting within assigned territories, leveraging JP Morgan Chase's innovative banking tools
• Conduct financial needs assessments and recommend products such as commercial loans, merchant services, and cash management solutions
• Collaborate with internal teams including credit analysts and product specialists to structure complex deals
• Monitor client portfolios for performance, risks, and growth potential, ensuring compliance with JP Morgan Chase's risk management standards
• Drive revenue growth by cross-selling additional services and achieving quarterly sales targets
• Provide strategic advice to small business owners on financial planning, cash flow optimization, and market trends
• Represent JP Morgan Chase at industry events and networking opportunities to enhance brand visibility
• Maintain accurate CRM records and prepare reports on relationship progress and portfolio metrics
• Mentor junior relationship managers to support team development in the Commercial Banking division

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 small business lending
• Proven track record of managing a portfolio of small business clients and driving revenue growth
• Strong understanding of financial products including loans, lines of credit, and treasury services
• Excellent communication and negotiation skills with the ability to build long-term client relationships
• Ability to analyze financial statements and credit risks in the small business sector
• Series 6 and 63 licenses or willingness to obtain them

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience working with diverse small business segments in the Southwest region
• Bilingual proficiency in Spanish, given the Tempe, AZ location
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of regulatory compliance in banking (e.g., BSA/AML)

Required Skills

• Financial analysis and credit underwriting
• Relationship building and client management
• Sales and negotiation techniques
• Knowledge of small business banking products
• Risk assessment and compliance adherence
• Proficiency in CRM software like Salesforce
• Data analysis using Excel and financial modeling tools
• Strategic planning and portfolio management
• Communication and presentation skills
• Problem-solving and decision-making
• Team collaboration and leadership
• Understanding of regulatory frameworks (e.g., FDIC, OCC)
• Digital banking tools and fintech trends
• Customer service orientation
• Adaptability to fast-paced environments

Benefits

• Competitive base salary plus performance-based bonuses and commissions
• Comprehensive health, 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 opportunities through JP Morgan Chase's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Relocation assistance for eligible candidates moving to Tempe, AZ

JP Morgan Chase is an equal opportunity employer.