Business Relationship Manager Senior Deepening - Vice President

JP Morgan Chase Anaheim, CA Open
JP Morgan Chase is looking for Business Relationship Manager Senior Deepening - Vice President in Anaheim, CA.
This local job opportunity with ID 3879638410 is live since 2026-10-09 20:33:58.
Overview

In this Senior BRM role, you nurture a portfolio of high-revenue business clients, delivering tailored banking solutions and financial advice to support growth and profitability. You work closely with cross-functional teams to deepen relationships and onboard clients across deposits, cash management, and credit products, while maintaining risk controls. Your high-touch approach focuses on client experience and referrals to expand primary banking relationships. This is a mission-driven opportunity to help sizable business owners manage finances and scale their ventures.

Compensation / Benefits
  • comprehensive health care coverage
  • retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching
Responsibilities
  • Manage a portfolio of 80-100 business clients with revenue > $5M, handling deposits, cash management, and credit opportunities up to $15M; assist branch bankers on larger credit deals
  • Provide customized business banking solutions aligned with clients' needs and profitability of the portfolio
  • Identify and promote solutions using finance, banking, credit, and risk knowledge; leverage Chase resources to grow networks
  • Conduct regular in-person/virtual calls with clients, referrals, and centers of influence to build primary banking relationships
  • Understand owners' personal financial goals and coordinate with Branch, Wealth Management and Private Bank for suitable solutions
  • Onboard clients with treasury products and ensure end-to-end delivery; follow up to offer additional solutions and digital capabilities
  • Adhere to risk management protocols and regulatory requirements
  • Protect the firm by maintaining sound risk controls and compliance
Key requirements
  • Minimum 5 years' experience in a Business Banking Relationship Management role or related business lending experience
  • Strong knowledge of deposit and cash management products and services; knowledge of business credit underwriting with commercial training
  • Ability to anticipate client needs, own problems, and follow through on commitments
  • Strong relationship-building and communication skills with internal and external stakeholders
  • Influence to achieve outcomes; comfortable using technology to engage clients
  • Excellent organizational skills; able to manage priorities, work under pressure, and meet deadlines
  • Self-directed, proactive, and capable of navigating ambiguity
  • Balance client needs with firm risk and interests
  • relationship-building
  • communication
  • proactive mindset
  • deposit and cash management products
  • business credit underwriting
  • risk management
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Required Skills

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