Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Fort Worth, TX

3d

About The Position

The Business Relationship Manager in Business Banking manages and develops a portfolio of profitable business clients, focusing on business development, deposit and balance acquisition, product deepening, client retention and growth, referrals, and increasing primary bank share. The role provides a high-touch client experience through relationship building and financial advice, with an emphasis on client experience and risk management.

The position serves approximately 70 business clients across stable, mature, growth, and expansion stages, including businesses with annual revenue greater than $3 million. It provides deposit and cash management solutions and manages business credit opportunities up to approximately $15 million. The role works with clients at their places of business and collaborates with colleagues and specialists across Chase to identify needs, deliver financial solutions, and establish long-term primary banking relationships.

Requirements

• At least 5 years of experience in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of deposit and cash management products and business credit underwriting, including commercial credit training.
• Ability to use seasoned judgment to provide customized solutions that meet client needs and present proactive alternatives.
• Ability to anticipate client issues, take ownership of problems on clients’ behalf, and follow through on commitments.
• Strong tactical business development and negotiation skills; self-directed, proactive, and creative, with sound judgment and ability to navigate ambiguity.
• Strong relationship-building and communication skills with individuals at all levels, internally and externally.
• Ability to influence others to achieve desired outcomes and use technology to interact with clients effectively and efficiently.
• Strong existing business network or demonstrated ability to build one through active involvement in relevant community organizations and centers of influence.
• Excellent organizational skills and ability to manage priorities, work under pressure, meet tight deadlines, and balance client needs with risk and firm interests.

Nice To Haves

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• At least 3 years of experience managing clients with revenue greater than $10 million.
• Proficiency with Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.
• In-depth knowledge of diverse types of businesses, industries, markets, financial concepts, and economic concepts.

Responsibilities

• Acquire, retain, and deepen a portfolio of approximately 70 business clients across stable/mature and growth/expansion stages, providing deposit and cash management solutions and managing business credit opportunities up to approximately $15 million.
• Support branch-based bankers on sizeable business credit deals as needed.
• Deliver customized business banking solutions aligned with client needs, using business, finance, credit, and risk management expertise to recommend profitable portfolio solutions and anticipate client needs.
• Grow the portfolio by prospecting for new clients and leveraging centers of influence and referral networks, partnering across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market, and One Chase.
• Conduct regular in-person visits with clients, prospects, referrals, and centers of influence to develop financial relationships and increase primary bank share.
• Understand business owners’ personal financial goals and needs, and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate personal financial solutions.
• Use treasury product knowledge and partner with product specialists to onboard clients, deliver accounts and services, and follow up after account opening to identify additional solutions and establish digital capabilities.
• Protect the firm by following risk management protocols and control policies and adhering to regulatory requirements.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
• 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