JPMorganChase Logo

JPMorganChase

Business Relationship Manager Senior Not for Profit

Posted Yesterday
Be an Early Applicant
Hybrid
San Diego, CA
Senior level
Hybrid
San Diego, CA
Senior level
Manage and grow a portfolio of not-for-profit business banking clients by providing customized financial solutions, overseeing credit opportunities up to $40 million, prospecting for new relationships, and ensuring regulatory and risk compliance. Build internal and external networks, identify client needs, develop business strategies, and deliver proactive advice while maintaining portfolio profitability and strong client experiences.
The summary above was generated by AI

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, you’ll manage existing client relationships and develop new business strategies focused on client selection. You’ll 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
  • Bachelor’s 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 JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries

About Us

Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

Similar Jobs

55 Minutes Ago
Remote or Hybrid
116K-192K Annually
Mid level
116K-192K Annually
Mid level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Oversee enterprise Moveworks implementations from planning through launch, ensuring on-time, on-budget delivery. Manage governance, scope, timelines, budgets, risks, resources, reporting, and change management. Lead customers, partners, and cross-functional teams in designing and deploying agentic workflows, resolving complex issues, and driving adoption. Serve as the primary customer contact, mentor team members, communicate insights to Product, and coordinate transition to Customer Success.
Top Skills: Artificial IntelligenceLarge Language Models (Llms)MoveworksSaaSServicenow
An Hour Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
106K-152K Annually
Junior
106K-152K Annually
Junior
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Own the full sales cycle for Samsara’s IoT solutions, targeting small and medium-sized businesses with 11–30 vehicles. Responsibilities include outbound prospecting, lead qualification, pipeline generation, customer engagement, pricing negotiations, proof-of-concept sales, and closing transactional deals. The role requires high-volume cold calling, quota achievement, relationship building, and collaboration in a remote, fast-paced sales environment.
Top Skills: Internet Of Things (Iot)SFDC
An Hour Ago
Easy Apply
Remote or Hybrid
United States
Easy Apply
106K-152K Annually
Junior
106K-152K Annually
Junior
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Own the full commercial sales cycle for Samsara’s IoT solutions, targeting small and medium-sized businesses with 11–30 vehicles. Responsibilities include outbound prospecting, qualifying leads, managing inbound opportunities, conducting proof-of-concept sales, negotiating pricing, engaging multiple stakeholders, and closing transactional deals. The role requires high-volume sales activity, quota achievement, customer relationship building, and collaboration in a remote, fast-paced environment.
Top Skills: Internet Of Things (Iot)Salesforce (Sfdc)

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account