Business Relationship Manager I – Business Banking

Job Description

Business Relationship Manager I – Officer | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, a leading financial services institution. The company provides comprehensive financial solutions, education, and advice to its clients. This role is crucial for improving the financial well-being of business clients and their enterprises, supporting their growth and success through expert guidance and tailored banking solutions.

The TL;DR
• Role: Full Time
• Mission: Manage a portfolio of business clients by building relationships and providing financial advice with a focus on client experience and risk management.
• Tech Stack: Outlook, Excel, Word, PowerPoint

What You’ll Actually Do
• Portfolio Management: Acquire, manage, and retain a portfolio of 70-90 business clients with annual revenues ranging from $1 million to $5 million, providing deposit and cash management solutions and managing credit opportunities up to approximately $500,000.
• Client Solutions: Deliver comprehensive and customized business banking solutions that are specifically tailored to the financial needs and circumstances of each client’s business.
• Financial Expertise: Apply knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client while ensuring the profitability of the portfolio.
• Relationship Development: Regularly conduct in-person calls with prospects, centers of influence, and existing clients at their places of business, following a disciplined process to build and maintain relationships and reviewing strategies with management.
• Cross-Functional Collaboration: Identify the personal financial goals and needs of business clients, building collaborative relationships with internal partners across lines of business like Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialist support.

The Must-Haves
• Background: Officer-level position with general business experience and a strong understanding of business credit, core business products, services, and how business needs vary by industry.
• Experience: Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• Skills: Strong communication skills to build relationships internally and externally; ability to balance client needs with firm risks and interests; demonstrated capacity to prioritize daily objectives, own client problems, and ensure follow-through; highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.
• Bonus: Bachelor’s degree in Finance or a related field or equivalent work experience; strong current business network.