Senior relationship manager job description

The Senior Marketing Delivery Associate is responsible for managing the end-to-end creative execution of web marketing strategies for internal stakeholders within JP Morgan Chase and Careers. This role reports into the Marketing Delivery Lead and will partner closely with marketing strategy channel execution teams.

The ideal candidate has experience leading and executing marketing initiatives and campaigns that support critical touchpoints along the customer journeys to deepen client engagement and build loyalty. This candidate will leverage appropriate channels, tactics, and messaging and has a mindset for performance measurement, best practices and continuous improvement.
Responsibilities Include
Managing E2E implementation of 10-15 digital initiatives a month to ensure wealth management efforts are on-strategy, on time and within budget parameters. Managing the process and execution of creative testing and analysis to optimize performance; testing may include multiple creative versions for each campaign and may leverage different offer constructs as needed Collaboration with marketing strategy managers to identify opportunities, strengthen campaign strategy and establish the framework for measurement and reporting. Management of multi-channel marketing execution including working across multi-functional teams, such as: Agencies for creative development and execution Modeling team, list team and list brokers to coordinate targeting Analytics team to report campaign results Technology teams for capability integration and execution Internal channel execution partners Legal, Regulatory and Compliance Teams Effectively and efficiently working within multiple systems and processes throughout creative development to ensure proper approvals and controls required for a successful launch. Using best practices, test results, customer journey mapping and SEO to optimize and elevate the customer experience.
The ideal candidate will have exceptional partnering and project management skills, campaign management and/or digital execution experience, ability to lead and drive decision-making in a complex, ever-changing environment, a mindset for continuous process improvement, be detail oriented, and have a high degree of comfort in a stringent controls environment.


Qualifications
Strong knowledge of and 5-7 years' experience in direct marketing and/or project management is required End-to-end project and process management and oversight; digital experience preferred Agency/vendor management, including process improvement and issues resolution/escalation Knowledge of database marketing principles, segmentation, testing and results measurement Specific experience in financial services including wealth management marketing and/or agency-side experience is a plus High energy and the ability to manage multiple initiatives and work within multiple systems and processes simultaneously Can work well under pressure and tight deadlines Highly organized with an ability to foresee and understand implications and downstream impacts of campaign changes and action response plans with speed Strong relationship development and negotiating skills; able to earn respect and trust among internal and external business partners and team members Team player with a positive, can-do attitude; must be comfortable with continuously changing opportunities and priorities Creative and innovative mindset with a focus on constant improvement Excellent written and oral communication skills 4-year college degree preferred


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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

Sr Relationship Manager - Commercial Real Estate

Location
Englewood, CO - Builder Finance

Job Summary
Responsible for new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers. Generate revenue by developing and maintaining commercial account relationships. Position will have annual growth goals for loan outstandings, deposits, fees for Treasury Management, SWAP, and other bank products and services.

Pay Range: $105,900.00 - $160,238.00 - $203,100.00

Job Responsibilities:

Relationship Management: Actively developing a network of clients and potential clients to source deals through various centers of influence. Actively calling on prospects and existing clients, keeping abreast of clients/prospects needs in order to maintain and grow relationships and develop a pipeline.Revenue Generation: Developing and maintaining commercial account relationships in relation to loan production, deposit gathering and fee production. Work with product partners on cross-sell efforts to deepen relationships and improve profitability.Credit Quality: Pro-actively monitoring credit quality of portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels.Onboarding: Collaborating with Credit team and outside counsel as needed to prepare credit approval documents and managing onboarding process to ensure transactions are booked appropriately.Maintaining Knowledge: Staying abreast of industry trends, as well as legislation and regulations that impact the business.Ensures compliance with applicable federal, state and local laws and regulations. Completes all required compliance training. Maintains knowledge of and adhere to Flagstar's internal compliance policies and procedures. Takes responsibility to keep up to date with changing regulations and policies.

Job Requirements:
Bachelor's Degree: Business, Finance or related field RequiredMasters Degree Strongly desired in Business related field Formal credit training Preferred

Complexity of transactions/portfolio's and years of experience differentiate the levels.
10+ years of experience in commercial lending (either a production or credit role) Experience utilizing a calling strategy to actively call on prospects/clients and establish a personally-developed network of clients and potential clients to source deals through various centers of influence Demonstrated credit acumen skills with the ability to understand as well as interpret financial statements and cash flow analysis Handles transactions/relationships with the highest level of complexity Experience working with less experienced team members to mentor and develop them, sharing expertise and insights Excellent interpersonal and verbal and written communication skills Knowledge of regulatory compliance requirements Strong negotiation skills Strong knowledge of financial analysis and credit analysis skills Strong relationship management and business development/sales skills Excellent customer service and community relations skills Knowledge of banking regulations, compliance and requirements (e.g. Reg B, ECOA, HMDA, FIRREA, CRA, etc.Some travel required; amount depends on assigned market.

Internal Use Only: Band C

At INTRUST Bank, principles and performance go hand in hand. We hire for character and commitment because we believe a focus on values contributes to a healthy and positive culture where employees are celebrated for their individual potential, unique talents are further developed, and positive relationships are fostered. This philosophy has guided us for more than 140 years, and the tradition continues today.

Job Summary Primary responsibilities include management of a large loan portfolio relative to the size of the market and other lenders in the market. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST's character qualities.
Essential Functions:

+ Manage a large sized loan portfolio relative to the size of the market and other lenders in the market.

+ Market and originate loans and business deposit products and Treasury Management services to businesses.

+ Administer a portfolio of loans originated maintaining asset quality and conducting appropriate collection efforts.

+ Refer prospects to Wealth Management.

+ Lending authority commensurate with lending skills and experience.

Education and Experience: The position requires a college degree in business, preferably a major in finance, accounting, or economics. Experience of 8-15 years of lending and managing relationships is required.

Required Skills and Knowledge: Skills required are general management skills, financial analysis, sales, relationship management and involvement in community activities, along with good communication skills, verbal and written. The person in this position should be able to interview the customer and structure and negotiate very complex loans with minimal supervision. Basic computer skills for spreadsheet preparation, word processing, and power point presentations are required. Knowledge of business and personal deposit, treasury management, and loan products including SBA requirements are required.

Required Licenses and/or Certifications: None

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions. There may be a limited amount of travel.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual's protected category constitutes a bona fide occupational qualification.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)