Business Banking BRM I: Relationship & Advisory

JP Morgan Chase; Los Angeles (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Los Angeles seeks a Business Relationship Manager I to grow a portfolio of local business clients by delivering tailored financial solutions and advice.

You will build strong relationships, assess client needs, and connect them with specialists across Chase teams to support growth while managing risk. You will manage 100-130 clients with annual revenue of $1-5 million, provide deposit and cash management solutions, and identify opportunities for core banking services

Qualifications

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• General business knowledge including business credit and core banking products; understand industry/market variations.
• Strong communication skills to build relationships with clients and internal partners.
• Balance client needs with firm risk; know when to elevate or handle independently.
• Ability to balance priorities daily to achieve business objectives and own client issues.
• Highly proficient in MS Office (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million; provide business deposits 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 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 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

Relationship management

Communication

Client management

Risk awareness

Prioritization

Education

Bachelor's degree in Finance

Tools

MS Office

Job description

JPMorgan Chase & Co. in Los Angeles seeks a Business Relationship Manager I to grow a portfolio of local business clients by delivering tailored financial solutions and advice.

You will build strong relationships, assess client needs, and connect them with specialists across Chase teams to support growth while managing risk. You will manage 100-130 clients with annual revenue of $1-5 million, provide deposit and cash management solutions, and identify opportunities for core banking services