JPMorgan Chase
posted 2 months ago
Full-time - Entry Level
Credit Intermediation and Related Activities
About the position
The Business Relationship Manager I (BRM) in Business Banking is responsible for managing a portfolio of new and existing business clients, focusing on building relationships and providing tailored financial advice. This role aims to enhance the financial well-being of clients through customized banking solutions while ensuring risk management and compliance with regulatory requirements.
Responsibilities
- Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million.
- 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.
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client.
- Conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
- Follow a disciplined relationship development process to maintain and build relationships.
- Review processes and strategies with manager and make adjustments as needed.
- Identify and pursue potential new business clients to cultivate long-term banking relationships.
- Identify personal financial goals and needs of business clients and build collaborative relationships with partners across lines of business.
- Provide leadership by actively supporting assigned branches and adhering to risk management protocols.
Requirements
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
- General business experience and knowledge of business credit and core business products and services.
- Strong communication skills with the ability to build relationships with clients and internal partners.
- Ability to balance client needs with associated risks and interests of the firm.
- 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.
Nice-to-haves
- Bachelor's degree in Finance or related field or equivalent work experience.
- Strong current business network.
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
