Business Relationship Manager I - Officer

JPMorganChase • Oxnard, CA

4d

About The Position

As a Business Relationship Manager I (BRM) in Business Banking, you will help improve the lives of clients and the well-being of their businesses through financial solutions, education, and advice. You will 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 portfolio consists of 100–130 business clients with annual revenue of $1–$5 million, and the role supports assigned branches. You will provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.

The position involves regular in-person calls with prospects, centers of influence, and existing clients at their places of business. You will identify and pursue new business clients, develop long-term primary banking relationships, and connect business clients with partners and specialists to address their personal financial needs. You will also support assigned branches and follow sound risk management protocols and regulatory requirements. 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 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 business needs vary by industry or market.
• Strong communication skills and the ability to build relationships with clients and internal partners at all levels.
• 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 set and balance daily priorities to achieve business objectives, take ownership of client problems, and follow through on commitments.
• High proficiency with 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 comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
• Use 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, identify strategies to maintain and build relationships, and review processes and strategies with the manager, making 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed