Business Relationship Manager I

JPMorganChase•Rye, NY

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 by building relationships and providing financial advice, with a focus on client experience and risk management. The portfolio consists of approximately 100–130 business clients with annual revenue of $1–$5 million for assigned branches. You will provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.

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 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, 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 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 an outstanding experience by providing comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
Apply knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that serve clients and support portfolio profitability.
Regularly conduct in-person calls with prospects, centers of influence, and existing clients at their places of business.
Follow a disciplined relationship development process, identifying steps and strategies to maintain and build relationships.
Review processes and strategies regularly 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 appropriate specialists.
Actively support assigned branches and protect the firm by following sound risk management protocols and regulatory requirements.