Business Relationship Manager I - Officer

JPMorgan Chase & Co.•Brownsville, TX

About The Position

As a Business Relationship Manager I (BRM) in Business Banking, you will help improve clients’ lives and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients, build relationships, provide financial advice, and focus on client experience and risk management. The role supports assigned branches and serves businesses with annual revenue of $1 million to $5 million, offering business deposit and cash management solutions and managing credit opportunities up to approximately $500,000. You will deliver customized business banking solutions suited to clients’ financial needs, identify opportunities to build long-term banking relationships, and connect clients with specialists across Chase when appropriate. You will also support branch leadership and protect the firm by following sound risk-management protocols and regulatory requirements.

Requirements

  • At least 1 year of experience in Business Banking Relationship Management or related business lending.
  • General business experience and knowledge of business credit and core business products and services, including an understanding of 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 risk and the firm’s interests, identify issues, and determine when to escalate or handle matters independently.
  • Ability to prioritize daily work to achieve business objectives, take ownership of client problems, and follow through on commitments.
  • High proficiency with Microsoft 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 a strong client experience through comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
  • Apply knowledge of business, finance, banking, credit, and risk management to identify and recommend appropriate 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 potential 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.
  • Support assigned branches and follow sound risk-management protocols and regulatory requirements.

Benefits

  • Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
  • Comprehensive health care coverage.
  • On-site health and wellness centers.
  • Retirement savings plan.
  • Backup childcare.
  • Tuition reimbursement.
  • Mental health support.
  • Financial coaching.
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