Business Relationship Manager I – Business Banking

Job Description

Business Relationship Manager I – Officer | JPMorgan Chase

The Tone:
This is an in-person, full-time role at JPMorgan Chase, located within assigned branches. JPMorgan Chase is a leading global financial services firm, committed to helping clients manage their finances, grow their businesses, and achieve their financial goals. As a Business Relationship Manager, you will play a pivotal role in improving the lives and well-being of business clients. This involves providing essential financial solutions, education, and tailored advice, making a direct impact on the success and prosperity of local businesses and contributing to the firm’s robust client relationships.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, within assigned branches

• Mission: This person helps improve the lives and well-being of business clients by providing comprehensive financial solutions, education, and advice with a focus on client experience and risk management.
• Tech Stack: MS Office tools including Outlook, Excel, Word, PowerPoint

What You’ll Actually Do
• Portfolio Management: Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenues of $1 million to $5 million for your assigned branches, providing business deposit and cash management solutions, and managing business credit opportunities up to approximately $500,000.
• Client Solutions & Advice: Deliver an outstanding experience to Chase business clients by providing comprehensive, customized business banking solutions tailored to their financial needs and circumstances, leveraging knowledge of business, finance, banking, credit, and risk management to ensure profitability and protect the firm.
• Relationship Development: Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients directly at their places of business, following a disciplined relationship development process to effectively maintain and build strong, lasting connections.
• Business Growth: Proactively identify and pursue potential new business clients, consistently looking for ways to cultivate long-term, primary banking relationships with JPMorgan Chase within the local business community.
• Cross-Functional Collaboration & Support: Identify the personal financial goals and needs of your business clients, building collaborative relationships with partners across lines of business (e.g., Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists, while also actively supporting your assigned branches and adhering to regulatory requirements.

The Must-Haves
• Background: This role requires a professional with general business experience and a strong knowledge of business credit, core business products, and services. A deep understanding of general business practices and how business needs vary by industry or market is also essential for success.
• Experience: Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience is required.
• Skills: Demonstrated strong communication skills for interacting with individuals at all levels, both internally and externally, along with the ability to build effective relationships with clients and internal partners. You must be able to balance the needs of clients with associated risks and the firm’s interests, and possess proficiency in MS Office tools including Outlook, Excel, Word, and PowerPoint.
• Bonus: A Bachelor’s degree in Finance or a related field or equivalent work experience, and a strong current business network are preferred qualifications.