Business Relationship Manager I - Officer

JPMorganChase•Los Angeles, CA

19h

About The Position

As a Business Relationship Manager I (BRM) in Business Banking, you help improve the lives of clients and the well-being of their businesses through financial solutions, education, and advice. You manage a portfolio of new and existing business clients by building relationships and providing financial advice, with a focus on client experience and risk management. The role manages a portfolio of approximately 100–130 business clients with annual revenue of $1–$5 million for assigned branches. It provides business deposit and cash management solutions and manages business credit opportunities up to approximately $500,000. The position involves regular in-person meetings with prospects, centers of influence, and existing clients at their places of business, as well as supporting assigned branches and collaborating with partners across lines of business. The position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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 ability to build relationships with clients and internal partners.
Ability to balance client needs with associated risks and the firm’s interests.
Ability to 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 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–$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.
Use 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 and regularly review and adjust processes and strategies with the manager.
Identify and pursue potential business clients and cultivate long-term, primary banking relationships.
Identify business clients’ personal financial goals and needs and connect them with specialists through partners across lines of business.
Actively support assigned branches.
Follow sound risk-management protocols and regulatory requirements to protect the firm.