Business Banking Relationship Advisor

JPMorgan Chase & Co.; Wantagh (NY); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Wantagh, NY is seeking a Business Relationship Manager I in Business Banking to help clients grow and protect their businesses through tailored financial solutions, education, and advice.

You will manage 70–90 business clients with $1–$5 million in annual revenue, delivering deposits, cash management, and credit opportunities up to $500,000, while maintaining risk controls. The role emphasizes in-person visits, cross-functional collaboration, and leadership to branches.

Qualifications

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• General knowledge of business credit and core banking products and services.
• Strong communication skills with clients and internal partners.
• Ability to balance client needs with firm risk and priorities.
• Proficiency in MS Office suite.

Responsibilities

• Acquire, manage, and retain a portfolio of 70-90 business clients with annual revenue of $1- $5 million for your assigned branches; 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 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

Relationship management

Communication

Risk management

Financial analysis

Client development

Education

Bachelor’s degree in Finance or related field

Equivalent work experience

Tools

Outlook

Excel

Word

PowerPoint

Job description

JPMorgan Chase & Co. in Wantagh, NY is seeking a Business Relationship Manager I in Business Banking to help clients grow and protect their businesses through tailored financial solutions, education, and advice.

You will manage 70–90 business clients with $1–$5 million in annual revenue, delivering deposits, cash management, and credit opportunities up to $500,000, while maintaining risk controls. The role emphasizes in-person visits, cross-functional collaboration, and leadership to branches.