Business Relationship Manager II - Assistant Vice President

Overview

Business Relationship Manager II - Assistant Vice President at JPMC Candidate Experience page

Full Time

Start Date:

Immediate

Expiry Date: 24 Mar, 26

Posted On: 24 Dec, 25

Experience:

2 year(s) or above

Remote Job:
Yes

Telecommute:
Yes

Sponsor Visa:
No

• Acquire, manage, and retain a portfolio of 80 – 100 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 $1.5 million.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed.
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships.
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs.
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements.
• Manage a portfolio of 80-100 business clients, providing tailored financial solutions and maintaining strong client relationships. The role involves acquiring new clients and collaborating with internal partners to meet clients' financial needs.

• 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, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market.
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners.
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently.
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment.
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

• Bachelor’s degree in Finance or related field or equivalent work experience.
• Strong current business network.