Business Relationship Manager I - Officer

JPMorganChase•Indianapolis, IN

17d

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 by providing 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 supports assigned branches and serves businesses with annual revenue of $1 million to $5 million.

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.
Understanding of general business practices and how business needs vary by industry or market.
Strong communication skills with people at all levels, internally and externally, and the ability to build relationships with clients and internal partners.
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 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 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 based on clients’ financial needs and circumstances.
Apply knowledge of business, finance, banking, credit, and risk management 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 and identify strategies to maintain and build client relationships.
Review relationship processes and strategies with the manager and make adjustments as needed.
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 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.