Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Boca Raton, FL

5d

About The Position

As a Business Relationship Manager I 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, build relationships, and provide financial advice while focusing on client experience and risk management.

The role serves business clients with annual revenue of $1 million to $5 million across assigned branches. It includes providing business deposit and cash management solutions and managing business credit opportunities up to approximately $500,000. You will develop relationships through in-person client and prospect calls, identify potential new clients, and coordinate with partners across lines of business to connect clients with relevant specialists. You will also support assigned branches and follow risk management protocols and regulatory requirements.

Requirements

• At least 1 year of experience in a Business Banking Relationship Management role or related business lending experience.
• General business experience and knowledge of business credit and core business products and services, including an understanding of general business practices and 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 firm’s interests, recognize issues or problems, and determine when to escalate or handle them independently.
• Ability to set and balance daily priorities to achieve business objectives, take ownership of client problems, and follow through on commitments.
• High proficiency in 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 million to $5 million for assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
• Deliver customized business banking solutions tailored to clients’ financial needs and circumstances.
• Apply business, finance, banking, credit, and risk management knowledge to recommend solutions that serve clients and support 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, identify strategies to maintain and build relationships, and review and adjust processes and strategies with the manager.
• Identify and pursue potential new business clients and cultivate long-term primary banking relationships.
• Identify business clients’ personal financial goals and needs and collaborate with partners across Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
• Support assigned branches and protect the firm by following sound risk management protocols and regulatory requirements.

Benefits

• Competitive total rewards package, including base salary; eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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