Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Indianapolis, IN

21h

About The Position

As a Business Relationship Manager I in Business Banking, you help improve the lives of clients and the well-being of their businesses through financial solutions, education, and advice. You 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 supports assigned branches and serves business clients with annual revenues of $1 million to $5 million, providing deposit, cash management, and credit solutions.

You deliver customized business banking solutions based on clients’ financial needs and circumstances, develop long-term primary banking relationships, and connect business clients with relevant specialists for their personal financial needs. You also help protect the firm by following sound 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 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 determine and balance daily priorities to achieve business objectives, own problems on clients’ behalf, 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 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 an outstanding experience by providing comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote client 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 and adjust processes and 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 partners across Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
• Actively support assigned branches and follow sound risk management protocols and regulatory requirements.

Benefits

• Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
• 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: Entry Level
• Education Level: No Education Listed