Business Banking Relationship Manager

JPMorgan Chase & Co.; Woodside (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Business Relationship Manager I to help clients grow through tailored financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients by building relationships and providing financial guidance with a focus on client experience and risk management. The role emphasizes in-person calls with prospects, COIs, and clients, and requires coordinating with Wealth Management, Home Lending, and Branch teams to connect

Qualifications

• 1 year of experience in a Business Banking Relationship Management role or related business lending
• Knowledge of core business products and services and how business needs vary by industry/market
• Strong communication skills at all levels, with clients and internal partners
• Ability to balance client needs with firm risk and to own problems to resolution

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 customized business banking solutions tailored to clients' financial needs
• Identify and promote solutions to maximize portfolio profitability while managing risk
• Conduct regular in-person calls with prospects, COIs, and clients at their locations
• Identify and pursue new business clients to build long-term banking relationships
• Collaborate with partners across lines of business to meet client goals
• Support assigned branches and adhere to risk management and regulatory requirements

Skills

Relationship management

Communication skills

MS Office

Education

Bachelor's degree in Finance or related field

Tools

MS Office

Job description

JPMorgan Chase & Co. in New York seeks a Business Relationship Manager I to help clients grow through tailored financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients by building relationships and providing financial guidance with a focus on client experience and risk management. The role emphasizes in-person calls with prospects, COIs, and clients, and requires coordinating with Wealth Management, Home Lending, and Branch teams to connect