Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Green Bay, WI

3d

About The Position

The Business Relationship Manager I (BRM) in Business Banking manages a portfolio of new and existing business clients, helping improve clients’ lives and support the well-being of their businesses through financial solutions, education, and advice. The role focuses on client experience and risk management. The BRM manages 100–130 business clients with annual revenue of $1–$5 million for assigned branches, provides business deposit and cash management solutions, and manages business credit opportunities up to approximately $500,000. The position involves regular in-person visits with prospects, centers of influence, and existing clients at their places of business, as well as collaboration with internal partners to address clients’ financial needs. The BRM also supports assigned branches 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, including understanding general business practices and how business needs vary by industry or market.
• Strong communication skills with individuals 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 or problems, and determine when to escalate or handle them independently.
• Ability to determine and balance daily priorities to achieve business objectives, own problems on clients’ behalf, 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 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 business circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote suitable solutions while ensuring portfolio profitability.
• Regularly conduct in-person calls with prospects, centers of influence, and existing clients at their places of business.
• Use a disciplined relationship-development process to maintain and build relationships; review 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 partners across 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 adhering to regulatory requirements.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of 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