Business Relationship Manager I- Officer

JPMorganChase•Las Vegas, NV

About The Position

The Business Relationship Manager I (BRM) in Business Banking manages a portfolio of new and existing business clients, helping improve their businesses through financial solutions, education, and advice. The role focuses on client experience and risk management and serves business clients with annual revenue of $1 million to $5 million in assigned branches. The BRM provides business deposit and cash management solutions and manages 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 an understanding of general business practices and how needs vary by industry or 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 balance daily priorities to achieve business objectives, own problems on clients’ behalf, 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 70–90 business clients in assigned branches.
Provide comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
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 strategies to maintain and build client relationships.
Review processes and strategies regularly with the manager and make adjustments 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 lines of business to connect clients with appropriate specialists.
Support assigned branches and protect the firm by following sound risk management protocols and regulatory requirements.