Business Relationship Manager I - Officer

JPMorganChase • Encino, CA

13d

About The Position

As a Business Relationship Manager I (BRM) in Business Banking, you will help improve clients’ lives and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients, building relationships and providing financial advice while focusing on client experience and risk management.

The position involves acquiring, managing, and retaining a portfolio of 100–130 business clients with annual revenue of $1–$5 million for assigned branches. You will provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000. You will deliver customized banking solutions, develop relationships with prospects and existing clients, and collaborate with partners across lines of business to connect clients with specialists. You will also support assigned branches and follow risk management protocols and regulatory requirements.

Employment offers are contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries, under Section 19 of the Federal Deposit Insurance Act.

Requirements

• At least 1 year of experience in Business Banking Relationship Management or related business lending.
• General business experience and knowledge of business credit and core business products and services, including understanding how business needs vary by industry and market.
• Strong communication skills and ability to build relationships with clients and internal partners at all levels.
• Ability to balance client needs with associated risks and the interests of the firm, recognize issues, and determine when to escalate or handle them independently.
• Ability to prioritize daily work to achieve business objectives, take ownership of client problems, and follow through on commitments.
• High proficiency with Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.

Nice To Haves

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• Strong current business network.

Responsibilities

• Acquire, manage, and retain a portfolio of 100–130 business clients with annual revenue of $1–$5 million for assigned branches.
• Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
• Deliver comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to identify and promote appropriate solutions and ensure portfolio profitability.
• Conduct regular in-person calls with prospects, centers of influence, and existing clients at their places of business.
• Follow a disciplined relationship development process and regularly review relationship strategies with the manager, making adjustments as needed.
• Identify and pursue prospective business clients and cultivate long-term, primary banking relationships.
• Identify business clients’ personal financial goals and needs, and collaborate with partners across lines of business to connect clients with specialists.
• Support assigned branches and protect the firm by following risk management protocols and regulatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed