Business Relationship Manager I - Officer

JPMorganChase•Fort Worth, TX

About The Position

As a Business Relationship Manager I (BRM) in Business Banking, you help improve clients’ lives and the well-being of their businesses through financial solutions, education, and advice. You manage a portfolio of new and existing business clients, building relationships and providing financial advice with a focus on client experience and risk management. The role serves assigned branches and a portfolio of 70–90 business clients with annual revenue of $1–$5 million. It provides business deposit and cash management solutions and manages business credit opportunities up to approximately $500,000. The BRM also supports assigned branches, works with partners across lines of business, and follows sound 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.
Understanding of general business practices and how business needs vary by industry and market.
Strong communication skills with individuals at all levels, internally and externally, and ability to build relationships with clients and internal partners.
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 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 a strong client experience by providing comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
Apply knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that serve clients and support portfolio profitability.
Regularly conduct 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 relationships.
Review processes and strategies regularly 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 partners in Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
Actively support assigned branches and protect the firm by following sound risk management protocols and regulatory requirements.