Business Relationship Manager II - English and Mandarin Languages Preferred

JPMorgan Chase & Co.•Monterey Park, CA

4d•$95,000 - $140,000

About The Position

As a Business Relationship Manager II in Business Banking, you help improve clients’ lives and 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 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 business deposit and cash management solutions and managing business credit opportunities up to approximately $1.5 million. You deliver customized business banking solutions, develop long-term primary banking relationships, and connect business clients with specialists across Chase when they have personal financial needs. You support assigned branches, collaborate with internal partners, and follow sound risk management practices and applicable regulatory requirements. The role involves regular in-person meetings with prospects, centers of influence, and existing clients at their businesses.

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 people 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, 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 in 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.
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 comprehensive, customized business banking solutions tailored to each client’s financial needs and circumstances.
Apply knowledge of business, finance, banking, credit, and risk management to recommend and promote suitable solutions while ensuring portfolio profitability.
Conduct regular in-person calls with prospects, centers of influence, and existing clients at their places of business.
Use a disciplined relationship development process, identify steps to maintain and build client relationships, and review and adjust strategies with a manager.
Identify and pursue prospective business clients and cultivate long-term, primary banking relationships.
Identify business clients’ personal financial goals and needs and collaborate with 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.

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