Apply Now    

Relationship Officer - Business Banking - Government Not-for-Profit, Tampa, FL

Req #: 180003696
Location: Tampa, FL, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
Position Summary
Business Banking Government and Not-for-Profit (GNP) serves the banking needs of Municipalities & Non Profit Organizations. The Relationship Officer (RO) manages a portfolio of these clients and plays a key role in strengthening relationships by providing financial advice to GNP clients with a focus on client experience and risk management.

Principal Duties and Responsibilities

·              Build collaborative internal and external relationships to provide a high level of client service, develop the business to ensure a seamless experience for the client who has multiple products and services.

·              Manage and grow a national portfolio of approximately 1,400 assigned GNP clients primarily through outbound calling activities.

·              Identify and refer basic credit opportunities up to $250,000.00 in total exposure.

·              Serve as the key relationship officer to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of municipalities and non-profit organizations.

·              Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank.

·              Protect the firm by following sound risk management protocols and adhering to regulatory requirements.

·              Ensure client’s are satisfied with Chase and are being provided the products and services best needed to manage their financial needs.

Knowledge, Skills and Experience

·         1 to 3 years experience in a business banking relationship management role or related business lending experience.

·         Understanding of core business products, services, and GNP specific policies & procedures.

·         Strong phone-based communication skills with individuals at all levels, internally and externally.

·         Ability to present features and benefits of products and services to unique customers with differing needs.

·         Self motivated, assertive, performs well in a centralized team environment.

·         Professional, thorough and organized; able to follow standard operating policies and procedures.

·         Ability to recognize procedural or documentation gaps, and own resolution to protect both the client and firm. 

·         Ability to determine and balance priorities on a daily basis to achieve business objectives.

·         Demonstrated ability to own problems on clients’ behalf and follow through with commitments.

·         Bachelors degree preferred.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Things to note

Sign in to our application system to continue your job search or update your profile.

Current employees sign in here. Contractors sign in here.

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please click here.

Important links

Click here to view the "EEO is the Law" poster.

Click here to view the "EEO is the Law" supplemental poster.

Click here to view our U.S. Pay Transparency Policy.

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.