Business Relationship Manager I

Job Description

Business Relationship Manager I – Officer | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in various branch locations. JPMorgan Chase provides comprehensive financial solutions to individuals, institutions, and corporations worldwide, including robust business banking services. This role is crucial for fostering growth and stability within the small to mid-sized business community by offering expert financial guidance and tailored products. You will significantly impact the lives of business clients and the well-being of their businesses by providing essential financial solutions, education, and advice.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, various branch locations

• Team: Business Banking
• Mission: Improve the lives of business clients and the well-being of their businesses through financial solutions, education, and advice.
• Tech Stack: Outlook, Excel, Word, PowerPoint

What You’ll Actually Do
• Portfolio Management: Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue 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 Experience & Solutions: Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the unique financial needs and circumstances of their businesses.
• Financial Expertise & Profitability: Utilize deep knowledge of business, finance, banking, credit, and risk management principles to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
• Relationship Development & Prospecting: Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business, following a disciplined relationship development process to cultivate long-term, primary banking relationships.
• Internal Collaboration & Firm Protection: Identify the personal financial goals and needs of business clients to build collaborative relationships with partners across lines of business, while also protecting the firm by adhering to sound risk management protocols and regulatory requirements.

The Must-Haves
• Background: Possess general business experience and a strong understanding of business credit, core business products, and services, recognizing how business needs vary across different industries and markets.
• Experience: A minimum of 1 year of experience specifically in a Business Banking Relationship Management role or related business lending experience.
• Skills: Demonstrate strong communication skills to effectively engage with individuals at all levels internally and externally, the ability to build robust client and internal partner relationships, keen judgment to balance client needs with associated risks and firm interests, and the capability to determine and balance daily priorities to achieve business objectives with follow-through.
• Tech Skills: 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, along with a strong current business network.