Business Relationship Manager I - Officer

JPMorganChase • Tampa, FL

11d

About The Position

As a Business Relationship Manager I in Business Banking, you help improve clients’ lives and support 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 while focusing on client experience and risk management. The role supports assigned branches and serves business clients with annual revenue of $1 million to $5 million.

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 needs vary by industry or market.
• Strong communication skills and the ability to build relationships with clients and internal partners at all levels.
• 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 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.

Responsibilities

• Acquire, manage, and retain a portfolio of 100–130 business clients 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.
• 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.
• Follow a disciplined relationship development process, identify strategies to maintain and build relationships, and regularly review and adjust processes and strategies with the manager.
• Identify and pursue potential 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed