Business Banking Relationship Manager I

Testing Site - JPMC

Dallas (TX)

On-site

USD 75,000 - 105,000

Full time

14 days+

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Job summary

Testing Site - JPMC is seeking an Business Relationship Manager I in Business Banking to help clients grow with financial solutions, education, and advice. You will manage a portfolio of 100-130 business clients by building relationships and providing financial guidance focused on client experience and risk management.

You will deliver tailored banking solutions, collaborate with partners across lines of business, and maintain strong risk controls while supporting branches in a fast-paced

Qualifications

  • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
  • General business knowledge of business credit and banking products with understanding of practices across industries
  • Strong communication skills with clients and internal partners
  • Balance needs of clients with associated risks and interests of the firm; escalate or handle independently when needed
  • Proficiency with MS Office tools including Outlook, Excel, Word, and PowerPoint

Responsibilities

  • Acquire, manage, and retain a portfolio of 100 - 130 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 tailored banking solutions to Chase business clients based on their financial needs and circumstances
  • Conduct in-person calls with prospects, COIs, and existing clients; maintain and build relationships
  • Identify and pursue potential new business clients and cultivate long-term primary banking relationships
  • Collaborate with partners across lines of business to connect clients with specialists
  • Support branches and follow risk management protocols and regulatory requirements

Skills

Strong communication skills
Relationship management
MS Office proficiency

Education

Bachelor’s degree in Finance or related field

Tools

Outlook
Excel
Word
PowerPoint

Job description

Testing Site - JPMC is seeking an Business Relationship Manager I in Business Banking to help clients grow with financial solutions, education, and advice. You will manage a portfolio of 100-130 business clients by building relationships and providing financial guidance focused on client experience and risk management.

You will deliver tailored banking solutions, collaborate with partners across lines of business, and maintain strong risk controls while supporting branches in a fast-paced

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