Business Banking BRM I: Growth & Client Advisory

JPMorgan Chase & Co.; Tracy (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in California seeks a Business Relationship Manager to oversee a portfolio of local business clients, delivering tailored financial advice, deposits, and cash management solutions.

The role emphasizes client experience and risk management in a collaborative banking environment. You will engage with businesses with $1–$5 million revenue, connect clients with specialists across lines of business, and help maintain strong, long-term banking relationships while upholding

Qualifications

• 1 year of BRM or related business lending experience.
• Knowledge of business credit, core banking products, and industry practices.
• Strong communication across levels and internal partners.
• Ability to balance client needs with firm risk and priorities.

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million; provide deposits, cash management, and credit opportunities up to $500,000.
• Deliver tailored banking solutions and outstanding client experience.
• Promote solutions across lines of business to meet client needs.
• Conduct in-person calls with prospects, COIs, and existing clients; refine relationship strategies with management guidance.
• Identify and pursue new business clients to build long-term primary relationships.

Skills

Relationship management

Communication

MS Office proficiency

Risk management

Financial analysis

Banking products knowledge

Education

Bachelor’s degree in Finance or related field

Tools

MS Office

Job description

JPMorgan Chase & Co. in California seeks a Business Relationship Manager to oversee a portfolio of local business clients, delivering tailored financial advice, deposits, and cash management solutions.

The role emphasizes client experience and risk management in a collaborative banking environment. You will engage with businesses with $1–$5 million revenue, connect clients with specialists across lines of business, and help maintain strong, long-term banking relationships while upholding