Business Banking: Relationship Manager I

JPMorganChase

Tracy (CA)

On-site

USD 90,000 - 130,000

Full time

14 days+
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Job summary

JPMorganChase is seeking a Business Relationship Manager in our Business Banking team. You will manage a portfolio of 100-130 business clients with revenues of $1-5 million, delivering tailored banking solutions and financial advice to help clients grow while managing risk.

Regular in-person visits, collaboration with partners across lines of business, and a strong focus on client experience will be key. Ideal candidate has 1+ year in business banking or related lending, excellent communication,

Qualifications

  • Minimum 1 year experience in a Business Banking Relationship Management role or related business lending experience.
  • Strong knowledge of business credit, banking products, and industry practices.

Responsibilities

  • Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million; provide banking solutions and credit opportunities up to $500,000.
  • Deliver customized business banking solutions based on client needs and risk management.
  • Identify and pursue new business clients to cultivate long-term primary banking relationships.
  • Conduct in-person client visits and leverage cross-functional partners to meet client goals.
  • Promote risk-aware solutions and ensure profitability of the portfolio.

Skills

Customer focus
Relationship building
Financial advice
Communication skills
MS Office

Education

Bachelor's degree in Finance

Tools

MS Office

Job description

JPMorganChase is seeking a Business Relationship Manager in our Business Banking team. You will manage a portfolio of 100-130 business clients with revenues of $1-5 million, delivering tailored banking solutions and financial advice to help clients grow while managing risk.

Regular in-person visits, collaboration with partners across lines of business, and a strong focus on client experience will be key. Ideal candidate has 1+ year in business banking or related lending, excellent communication,

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