Financial Analyst - Associate

JPMorgan Chase • Valley Stream, NY

395d

About The Position

The Business Relationship Manager II (BRM) role at JPMorgan Chase Bank focuses on enhancing client relationships and providing tailored financial solutions to business clients. This position involves managing a portfolio of 70-90 business clients, delivering exceptional service, and ensuring the profitability of the portfolio through effective risk management and strategic relationship development.

Requirements

• Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience.
• General business experience and knowledge of business credit, core business products and services, and understanding of business practices by industry/market.
• Strong communication skills with the ability to build relationships with clients and internal partners.
• Ability to balance client needs with associated risks and interests of the firm.
• Determine and balance priorities on a daily basis to achieve business objectives.

Responsibilities

• Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions.
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client.
• Conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
• Follow a disciplined relationship development process to maintain and build relationships.
• Identify and pursue potential new business clients to cultivate long-term banking relationships.
• Identify the personal financial goals and needs of business clients and collaborate with partners across lines of business to connect clients with specialists.
• Provide leadership by actively supporting assigned branches and adhering to risk management protocols.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed