Business Relationship Manager Senior Acquisition - Vice President
JPMorganChase · San Francisco, CA · 1 mo ago
On-siteBusiness Development$15/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements (maybe combine Required Qualifications, Capabilities, And Skills and Preferred Qualifications?), Benefits, Pay, Schedule only if present. The posting includes "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more." So we have Pay (base salary, commission-based pay, discretionary incentive compensation) and Benefits (list). No explicit schedule. So include Pay and Benefits sections.
We need headings: for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have About the role, Responsibilities, Requirements, Benefits, Pay. Possibly also Skills? But we can combine qualifications into Requirements.
We need to not create sections with filler. So we must ensure each section has real content.
Let's extract content:
About the role: The first paragraph: "If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships."
That's the role description.
Responsibilities: The bullet list after "Job Responsibilities". It's a paragraph with semicolons. We need to turn into
About the role
,Responsibilities
,Requirements
(maybe combine required and preferred?),Benefits
,Pay
. Ensure we don't repeat job title. No Job ID etc. We must preserve all substantive information, not invent. Remove boilerplate: EEO, equal opportunity, scam warning, etc. Also remove "About Us", "About The Team", maybe we can incorporate some into About the role? The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can have About the role, Responsibilities, Requirements, Benefits, Pay. Possibly also Skills? But we can combine qualifications into Requirements.
We need to not create sections with filler. So we must ensure each section has real content.
Let's extract content:
About the role: The first paragraph: "If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships."
That's the role description.
Responsibilities: The bullet list after "Job Responsibilities". It's a paragraph with semicolons. We need to turn into - items. Let's split by semicolons? The text: "Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as neededDeliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businessesGrow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partnersLeverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospectsDevelop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationshipUnderstand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutionsPartner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experienceProtect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements"
We need to split into logical responsibilities. Could break at each semicolon and also at periods where new responsibility starts. Let's manually list:
1. Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million.
2. Provide business deposit and cash management solutions and manage business credit opportunities up to $15 million.
3. Provide support to branch-based business bankers on sizeable business credit deals as needed.
4. Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
5. Grow portfolio by prospecting for new clients whose businesses are in expansion mode.
6. Utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
7. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners.
8. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects.
9. Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship.
10. Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions.
11. Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience.
12. Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements.
That seems comprehensive.
Requirements: Combine Required Qualifications, Capabilities, And Skills and Preferred Qualifications, Capabilities, And Skills. We need to list them as
- . Let's extract:
Required:
- Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred:
- Bachelor's degree in Finance or related field, or equivalent work experience
- Minimum of 3 years' managing clients >$10+MM revenue
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
We could combine into one Requirements section, maybe separate Required and Preferred subheadings? But instruction only allows those headings; we could just list all as requirements, marking preferred? Better to keep as Requirements and maybe include both required and preferred within same list, but we could add a note? However we must not invent. We could split into two subsections using
? Not allowed. Probably just list all as requirements, but we could label "Required Qualifications" and "Preferred Qualifications" as inside? Not specified. Safer to have one Requirements section and include both required and preferred items, maybe prefacing with "Required:" and "Preferred:" inside list items? That would be adding text not in original? Might be considered adding detail. Better to keep them separate as two subsections using Required Qualifications and Preferred Qualifications? The instruction gave examples but not limited to those; we could use those headings. It said "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use Qualifications as a heading. Could have Required Qualifications and Preferred Qualifications as subheadings under Qualifications? But we need to follow instruction: use for section headings. Could have Required Qualifications
and Preferred Qualifications
. That seems okay.
Thus sections: About the role, Responsibilities, Required Qualifications, Preferred Qualifications, Benefits, Pay.
Now Benefits: list from posting: comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Pay: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions."
We'll put that as prose in
.
Now ensure we remove boilerplate: EEO, equal opportunity, etc. Also remove "About Us", "About The Team", "Federal Deposit Insurance Act" maybe? That is a legal requirement; it's substantive? It says "This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries." That is substantive info about eligibility; we should keep it. Where to place? Could be under Requirements or a separate section like "Eligibility". But not in given headings. Could incorporate into Required Qualifications as a note. Might be better to add a section "Eligibility" but not in examples. However we can include it under Required Qualifications as a list item. That preserves info.
Also "Visit our FAQs for more information about requesting an accommodation." That's boilerplate? Might be considered EEO/accommodation info; could be removed as it's generic. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The FAQ line is about accommodation request; could be considered EEO/accommodation, maybe remove. The Federal Deposit Insurance Act is legal but specific to role; likely keep.
Now produce HTML.
Let's craft:
About the role
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Responsibilities
- Acquire, retain and
- . Let's extract:
Required:
- Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred:
- Bachelor's degree in Finance or related field, or equivalent work experience
- Minimum of 3 years' managing clients >$10+MM revenue
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
We could combine into one Requirements section, maybe separate Required and Preferred subheadings? But instruction only allows those headings; we could just list all as requirements, marking preferred? Better to keep as Requirements and maybe include both required and preferred within same list, but we could add a note? However we must not invent. We could split into two subsections using
? Not allowed. Probably just list all as requirements, but we could label "Required Qualifications" and "Preferred Qualifications" as
inside? Not specified. Safer to have one Requirements section and include both required and preferred items, maybe prefacing with "Required:" and "Preferred:" inside list items? That would be adding text not in original? Might be considered adding detail. Better to keep them separate as two subsections using
Required Qualifications and
Preferred Qualifications? The instruction gave examples but not limited to those; we could use those headings. It said "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use Qualifications as a heading. Could have Required Qualifications and Preferred Qualifications as subheadings under Qualifications? But we need to follow instruction: use
for section headings. Could have
Required Qualifications
andPreferred Qualifications
. That seems okay. Thus sections: About the role, Responsibilities, Required Qualifications, Preferred Qualifications, Benefits, Pay. Now Benefits: list from posting: comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Pay: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions." We'll put that as prose in. Now ensure we remove boilerplate: EEO, equal opportunity, etc. Also remove "About Us", "About The Team", "Federal Deposit Insurance Act" maybe? That is a legal requirement; it's substantive? It says "This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries." That is substantive info about eligibility; we should keep it. Where to place? Could be under Requirements or a separate section like "Eligibility". But not in given headings. Could incorporate into Required Qualifications as a note. Might be better to add a section "Eligibility" but not in examples. However we can include it under Required Qualifications as a list item. That preserves info. Also "Visit our FAQs for more information about requesting an accommodation." That's boilerplate? Might be considered EEO/accommodation info; could be removed as it's generic. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The FAQ line is about accommodation request; could be considered EEO/accommodation, maybe remove. The Federal Deposit Insurance Act is legal but specific to role; likely keep. Now produce HTML. Let's craft:
About the role
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Responsibilities
- Acquire, retain and