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Business Relationship Manager Senior Not for Profit

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 3 days ago

No clicks

**Business Relationship Manager Senior Not for Profit, Los Angeles** Manage Not-for-Profit (NFP) client relationships, driving business growth and exceptional client experiences. Key responsibilities include: building and maintaining client portfolios up to $40M, providing comprehensive financial advice, strategizing new business opportunities, and adhering to unique regulatory frameworks. Ideal candidates possess at least 8 years in a similar role, understanding of NFP laws, and a strong local business network. Proven ability to protect firm risks and manage credit opportunities is essential. Bachelor's degree in Finance or related field required. Preferred: commercial credit training and extensive referral networks. This role supports JPMorgan Chase's mission to serve over 3 million small businesses and NFPs nationwide, adhering to Federal Deposit Insurance Act regulations.

Compensation
Not specified

Currency: Not specified

City
Los Angeles
Country
United States

Full Job Description

Location: Los Angeles, CA, United States

If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.

As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, youll manage existing client relationships and develop new business strategies focused on client selection. Youll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.

Job Responsibilities

  • Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
  • Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
  • Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
  • Manage credit opportunities within assigned portfolio up to $40 million
  • Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
  • Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
  • Protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

  • Minimum of 8 years experience in business banking relationship management role or related business lending experience
  • Bachelors degree in Finance or related field, or equivalent work experience
  • Knowledge of the unique requirements, laws, regulations, and risk management for Government Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
  • Able to identify innovative solutions to best serve client and/or manage risk
  • Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
  • Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards

Preferred qualifications, capabilities, and skills

  • Expert knowledge of business, credit underwriting with commercial credit training.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries

Join the team providing financial solutions to over 3 million small businesses and Not-for-Profit agencies nationwide.

Business Relationship Manager Senior Not for Profit

Compensation

Not specified

City: Los Angeles

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

3 days ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

**Business Relationship Manager Senior Not for Profit, Los Angeles** Manage Not-for-Profit (NFP) client relationships, driving business growth and exceptional client experiences. Key responsibilities include: building and maintaining client portfolios up to $40M, providing comprehensive financial advice, strategizing new business opportunities, and adhering to unique regulatory frameworks. Ideal candidates possess at least 8 years in a similar role, understanding of NFP laws, and a strong local business network. Proven ability to protect firm risks and manage credit opportunities is essential. Bachelor's degree in Finance or related field required. Preferred: commercial credit training and extensive referral networks. This role supports JPMorgan Chase's mission to serve over 3 million small businesses and NFPs nationwide, adhering to Federal Deposit Insurance Act regulations.

Full Job Description

Location: Los Angeles, CA, United States

If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Not-for-Profit is for you.

As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, youll manage existing client relationships and develop new business strategies focused on client selection. Youll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.

Job Responsibilities

  • Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
  • Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
  • Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
  • Manage credit opportunities within assigned portfolio up to $40 million
  • Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
  • Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
  • Protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

  • Minimum of 8 years experience in business banking relationship management role or related business lending experience
  • Bachelors degree in Finance or related field, or equivalent work experience
  • Knowledge of the unique requirements, laws, regulations, and risk management for Government Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
  • Able to identify innovative solutions to best serve client and/or manage risk
  • Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
  • Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards

Preferred qualifications, capabilities, and skills

  • Expert knowledge of business, credit underwriting with commercial credit training.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChases review of criminal conviction history, including pretrial diversions or program entries

Join the team providing financial solutions to over 3 million small businesses and Not-for-Profit agencies nationwide.