BRM II: Strategic Business Banking & Advisory

Testing Site - JPMC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase in New York is seeking a Business Relationship Manager II in Business Banking to help clients grow with tailored financial solutions and advisory services. You will manage a portfolio of 70–90 business clients, delivering deposits, cash management, and credit opportunities with a focus on risk management and client experience.

The role emphasizes building relationships, coordinating with partners across branches and lines of business, and maintaining regulatory compliance while

Qualifications

• Minimum of 3 years’ experience in a Business Banking Relationship Management role or related business lending experience.
• Knowledge of business credit and core business products, with awareness of industry practices.
• Strong communication skills with clients and internal partners.
• Proficient in MS Office (Outlook, Excel, Word, PowerPoint).

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 $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

Skills

Client relationship management

Communication skills

MS Office

Risk management

Financial advisory

Business banking knowledge

Education

Bachelor's degree in Finance or related field

Job description

JPMorgan Chase in New York is seeking a Business Relationship Manager II in Business Banking to help clients grow with tailored financial solutions and advisory services. You will manage a portfolio of 70–90 business clients, delivering deposits, cash management, and credit opportunities with a focus on risk management and client experience.

The role emphasizes building relationships, coordinating with partners across branches and lines of business, and maintaining regulatory compliance while