Business Relationship Manager - Officer
-
Finance & Banking
Job Description & How to Apply Below
Business Relationship Manager I
- Officer
Join to apply for the Business Relationship Manager I
- Officer role at JPMorgan Chase
If you are customer-focused, enjoy building relationships, and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll help improve the lives of our clients and their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice, focusing on client experience and risk management.
Job Responsibilities- Acquire, manage, and retain a portfolio of 100 – 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs and circumstances
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that serve the client and ensure portfolio profitability
- Conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process and review strategies regularly with your manager
- Identify and pursue potential new business clients, cultivating long-term banking relationships
- Identify clients' financial goals and needs; build relationships with partners across lines of business to connect clients with specialists
- Support your branches and adhere to risk management protocols and regulatory requirements
- Minimum of 1 year experience in Business Banking Relationship Management or related business lending
- Knowledge of business credit, core business products, and practices, with understanding of different industry needs
- Strong communication skills and ability to build relationships internally and externally
- Ability to balance client needs with risk considerations and escalate issues when necessary
- Proficiency in MS Office tools including Outlook, Excel, Word, and Power Point
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong existing business network
JPMorgan Chase is a leading financial services firm helping households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and prioritize customer needs. We offer competitive rewards, benefits, and a diverse, inclusive workplace.
Additional InformationWe are an equal opportunity employer and value diversity. We provide accommodations for applicants and employees as needed.
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