Business Banking Relationship Manager I

JPMorganChase; Walnut Creek (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

JPMorganChase in California seeks a Business Relationship Manager I to oversee a portfolio of 100-130 business clients with revenues of $1–$5 million. You will deliver tailored banking solutions, manage credit opportunities up to $500,000, and drive client satisfaction through proactive advice.

Responsibilities include in-person visits, building COI networks, collaborating with Chase Wealth Management and Branch teams, and maintaining risk and regulatory compliance.

Qualifications

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• Knowledge of business credit and core banking products.
• Strong communication skills with clients and internal partners.
• Proficiency in MS Office (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1-$5 million and manage credit opportunities up to $500,000.
• Deliver customized business banking solutions and exceptional client experience.
• Build relationships with COIs and prospects; review strategies with manager and adjust.
• Collaborate with partners across Chase Wealth Management, Home Lending, and Branch Teams.
• Follow risk management and regulatory requirements to protect the firm.

Skills

Relationship management

Communication skills

MS Office

Education

Bachelor's degree in Finance or related field

Job description

JPMorganChase in California seeks a Business Relationship Manager I to oversee a portfolio of 100-130 business clients with revenues of $1–$5 million. You will deliver tailored banking solutions, manage credit opportunities up to $500,000, and drive client satisfaction through proactive advice.

Responsibilities include in-person visits, building COI networks, collaborating with Chase Wealth Management and Branch teams, and maintaining risk and regulatory compliance.