Business Banking Client Relationship Lead

JP Morgan Chase; Kent (WA); Presencial; USD 90 000 - 120 000; Tempo integral

Resumo da oferta

JPMorgan Chase in the United States is seeking a Business Relationship Manager (BRM) to manage a portfolio of business clients, provide financial guidance, and deliver tailored banking solutions. You will work to enhance client experience while maintaining risk controls and partnering with internal specialists.

The BRM role focuses on acquiring and managing 70-90 clients with $1–$5 million annual revenue, offering deposits, cash management, and credit opportunities up to $500k.

Qualificações

• Minimum 1 year in a Business Banking Relationship Management role or related business lending experience.
• General business experience and knowledge of business credit and core banking products.
• Strong communication with clients and internal partners.
• Balance client needs with firm risk and know when to elevate or handle independently.
• Ability to own problems on clients' behalf and follow through with commitment.

Responsabilidades

• Acquire, manage, and retain a portfolio of 70-90 business clients with annual revenue of $1–$5 million; provide deposits, cash management, and credit opportunities up to $500,000.
• Deliver tailored business banking solutions to meet clients’ financial needs and circumstances.
• Use knowledge of business, finance, banking, credit, and risk management to identify and promote the best solutions for profitability.
• Conduct regular in-person calls with prospects, COIs, and clients at their locations; follow a disciplined relationship development process.
• Identify and pursue new business clients to cultivate long-term primary banking relationships.
• Connect clients with specialists across Chase Wealth Management, Home Lending, and Branch Teams.
• Provide leadership by supporting branches and adhering to regulatory risk management.

Conhecimentos

Relationship building

Communication

Risk management

Problem solving

MS Office proficiency

Formação académica

Bachelor's degree in Finance or related field

Ferramentas

MS Office (Outlook, Excel, Word, PowerPoint)

Descrição da oferta de emprego

JPMorgan Chase in the United States is seeking a Business Relationship Manager (BRM) to manage a portfolio of business clients, provide financial guidance, and deliver tailored banking solutions. You will work to enhance client experience while maintaining risk controls and partnering with internal specialists.

The BRM role focuses on acquiring and managing 70-90 clients with $1–$5 million annual revenue, offering deposits, cash management, and credit opportunities up to $500k.