Business Relationship Manager I - Officer

JPMorgan Chase & Co. • Carlsbad, CA

5d • $71,250 - $105,000

About The Position

As a Business Relationship Manager I in Business Banking, you will help improve clients’ lives and the well-being of their businesses by providing financial solutions, education, and advice. You will manage a portfolio of new and existing business clients, build relationships, and provide financial advice while focusing on client experience and risk management. The role serves 100–130 business clients with annual revenue of $1–$5 million across assigned branches, offering business deposit and cash management solutions and managing business credit opportunities up to approximately $500,000. You will build long-term banking relationships, connect clients with specialists across the business, support assigned branches, and follow sound risk management practices and regulatory requirements.

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 and the ability to build relationships with clients and internal partners at all levels.
• Ability to balance client needs with the risks and interests of the firm, recognize issues, 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 a strong client experience through comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to recommend solutions that serve clients and support 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 strategies to maintain and build relationships, and review and adjust processes and strategies with the 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 partners across Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
• Support assigned branches and protect the firm by following risk-management protocols and 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.

What This Job Offers

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