Business Relationship Manager II - Assistant Vice President

JPMorgan Chase & Co. • Syosset, NY

1d • $99,750 - $150,000

About The Position

As a Business Relationship Manager II in Business Banking, you help improve the lives of clients and support the well-being of their businesses through financial solutions, education, and advice. You manage a portfolio of new and existing business clients, build relationships, and provide financial guidance with a focus on client experience and risk management. The role serves businesses with annual revenues of $1–$5 million and provides business deposit, cash management, and credit solutions.

Requirements

• At least 3 years 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.
• 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 firm’s interests, 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 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 70–90 business clients across assigned branches, providing business deposit and cash management solutions and managing business credit opportunities up to approximately $1.5 million.
• Deliver comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to identify and promote 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 and adjust processes with the manager as needed.
• Identify and pursue prospective 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.
• Provide leadership by actively supporting assigned branches.
• Protect the firm by following sound risk management protocols and adhering to 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