Teams at JPMorganChase

Manages and deepens a portfolio of large business clients through deposit acquisition, cash management, credit, treasury, and personalized banking solutions. Builds strong client and referral relationships, provides financial advice, identifies growth opportunities, partners with internal specialists, and supports business credit transactions. Ensures client retention, portfolio profitability, regulatory compliance, and sound risk management while delivering a high-touch banking experience.

Manages and deepens a portfolio of large business clients through deposit acquisition, cash management, credit solutions, retention, and referrals. Provides customized financial advice, supports business bankers on credit deals, coordinates treasury and personal banking solutions, and builds long-term relationships through client calls and networking. Monitors portfolio profitability, risk, regulatory compliance, and client needs while partnering with internal specialists to deliver banking products and services.

Manage a portfolio of ~80-100 established business clients (> $5M revenue), driving deposit acquisition, cash management, and credit opportunities up to ~$15M. Deliver customized banking solutions, deepen relationships, generate referrals, coordinate with branch and product specialists, onboard treasury products, and ensure strong risk management and regulatory compliance.