Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Fort Worth, TX

4d

About The Position

The Business Relationship Manager I (BRM) in Business Banking manages a portfolio of new and existing business clients, building relationships and providing financial advice, solutions, and education. The role focuses on client experience, risk management, and the financial well-being of clients’ businesses. The BRM supports assigned branches and works with internal partners to connect clients with specialists who can address their broader financial needs.

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 understanding general business practices and how 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 the risks and 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 70–90 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 customized business banking solutions based on clients’ financial needs and circumstances.
• Apply business, finance, banking, credit, and risk-management knowledge to recommend and promote suitable solutions while ensuring 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 review strategies with the manager.
• 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 in Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
• Support assigned branches and protect the firm by following 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: Entry Level
• Education Level: No Education Listed