Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Bethlehem, PA

2d

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 by providing financial solutions, education, and advice. You will 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 business clients with annual revenue of $1–$5 million and includes business deposit and cash management solutions as well as credit opportunities up to approximately $500,000.

You will develop and retain client relationships, identify prospective business clients, and connect business owners with specialists across Chase when personal financial needs arise. The position also supports assigned branches and requires adherence to 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 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 prioritize daily work to achieve business objectives, take ownership of client problems, and follow through on commitments.
• High proficiency with MS 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 customized business banking solutions tailored to clients’ financial needs and circumstances.
• Use business, finance, banking, credit, and risk management knowledge to recommend suitable solutions 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, identify strategies to maintain and build relationships, and review and adjust those strategies with the manager.
• 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 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: Mid Level
• Education Level: No Education Listed