Business Relationship Manager I - Officer

JPMorganChase•Green Bay, WI

About The Position

As a Business Relationship Manager I 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, building relationships and providing financial advice with a focus on client experience and risk management. The portfolio consists of approximately 100–130 businesses with annual revenues of $1–$5 million for assigned branches. You 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 understanding general business practices and how 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 or problems, and determine when to escalate or handle them independently.
Ability to prioritize daily work to achieve business objectives, take ownership of client problems, and follow through on commitments.
High proficiency with 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.
Use knowledge of business, finance, banking, credit, and risk management to identify, 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.
Follow a disciplined relationship-development process, identifying steps and strategies to maintain and build relationships.
Review processes and strategies regularly with the manager and adjust 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 regulatory requirements.