Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Plano, TX

14d

About The Position

The Business Relationship Manager I (BRM) in Business Banking helps improve clients’ lives and the well-being of their businesses through financial solutions, education, and advice. The role manages a portfolio of new and existing business clients, building relationships and providing financial advice while focusing on client experience and risk management.

The BRM acquires, manages, and retains a portfolio of 70–90 business clients with annual revenues of $1 million to $5 million for assigned branches. The role provides business deposit and cash management solutions and manages business credit opportunities up to approximately $500,000. It develops customized banking solutions, identifies opportunities to build long-term primary banking relationships, and connects clients with specialists across Chase when needed. The BRM also supports assigned branches and follows 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 an understanding of general business practices and how needs vary by industry and market.
• Strong communication skills with people at all levels, both internally and externally, and the ability to build relationships with clients and internal partners.
• Ability to balance client needs with the risks and interests of the firm, recognize issues or problems, and determine when to escalate or handle them independently.
• Ability to set and balance daily priorities to achieve business objectives, take ownership of client problems, 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 70–90 business clients with annual revenues of $1 million to $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 that address clients’ financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management 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.
• Use a disciplined relationship development process; review relationship strategies and processes regularly with the manager and adjust as needed.
• 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 protect the firm by following sound 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 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: Mid Level
• Education Level: No Education Listed