Business Relationship Manager Senior Not-for-Profit - Vice President jobs in United States
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JPMorganChase · 2 days ago

Business Relationship Manager Senior Not-for-Profit - Vice President

JPMorganChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. The Business Relationship Manager Senior Not-for-Profit will manage existing client relationships and develop new business strategies focused on serving Not-for-Profit clients, ensuring compliance with regulatory frameworks while providing tailored financial solutions.

Asset ManagementBankingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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 50-65 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

Qualification

Business banking experienceNot-for-Profit knowledgeCredit underwriting expertiseRisk managementClient relationship managementFinancial advisory skillsCommunity networkingInnovative problem solvingJudgmentDecision making

Required

Minimum of 8 years' experience in business banking relationship management role or related business lending experience
Bachelor's degree in Finance or related field, or equivalent work experience
Knowledge of the unique requirements, laws, regulations, and risk management for 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

Expert knowledge of business, credit underwriting with commercial credit training

Benefits

Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Company

JPMorganChase

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With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

H1B Sponsorship

JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)

Funding

Current Stage
Public Company
Total Funding
unknown
1998-02-01IPO

Leadership Team

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Allison Beer
CEO of Card Services and Connected Commerce
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Dan Mendelson
CEO, Morgan Health
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Company data provided by crunchbase