Business Relationship Manager I

JPMorganChase•West Babylon, NY

1d•Onsite

About The Position

As a Business Relationship Manager I (BRM) in Business Banking, you will be responsible for improving the lives of clients and the well-being of their businesses through financial solutions, education, and advice. This role involves managing a portfolio of new and existing business clients, building strong relationships, and providing financial guidance with a strong focus on client experience and risk management.

Requirements

Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Ability to balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Demonstrated ability to determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Nice To Haves

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

Responsibilities

Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches
Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs and circumstances
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships
Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements