Business Relationship Manager II - English and Mandarin Languages Preferred

JPMorgan Chase & Co. • Monterey Park, CA

8h • $128,250 - $180,000

About The Position

As a Business Relationship Manager II 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 serves business clients with annual revenue of $1 million to $5 million across assigned branches, providing deposit and cash management solutions and managing business credit opportunities up to approximately $1.5 million.

You deliver customized banking solutions, develop new business, and build long-term primary banking relationships. You also connect clients with specialists across Chase when appropriate, support your assigned branches, and protect the firm by following risk management protocols and regulatory requirements.

Requirements

• At least 3 years 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.
• 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 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.
• English and Mandarin language skills are preferred.

Responsibilities

• Acquire, manage, and retain a portfolio of 70–90 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 $1.5 million.
• Deliver an outstanding client experience through comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to recommend and promote suitable solutions and support 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 steps to maintain and build relationships, and review strategies with the manager, adjusting them 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.
• Support assigned branches and 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