Business Banking Relationship Manager I

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco is seeking a Business Relationship Manager to oversee a portfolio of 100-130 business clients, delivering tailored financial solutions and advice.

You will engage centers of influence, identify growth opportunities, and collaborate with Wealth Management, Home Lending, and Branch teams to serve clients effectively. Experience in business banking relationships and understanding of credit processes are essential.

Qualifications

• Experience in managing business banking relationships and credit opportunities.
• Strong communication with clients and internal partners.
• Understanding of risk management and financial solutions.

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with revenues of $1–$5 million.
• Deliver tailored business banking solutions and manage credit opportunities up to $500,000.
• Build relationships through in-person calls and coordinate with partners to meet client needs.
• Protect the firm by following risk management protocols and regulatory requirements.

Skills

Relationship management

Communication

Risk management

Portfolio management

Education

Bachelor’s degree in Finance

Tools

Outlook

Excel

Word

PowerPoint

Job description

JPMorgan Chase & Co. in San Francisco is seeking a Business Relationship Manager to oversee a portfolio of 100-130 business clients, delivering tailored financial solutions and advice.

You will engage centers of influence, identify growth opportunities, and collaborate with Wealth Management, Home Lending, and Branch teams to serve clients effectively. Experience in business banking relationships and understanding of credit processes are essential.