Business Banking Relationship Manager I - Growth & Impact

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

Job summary

JPMorgan Chase & Co. in the United States seeks a Business Relationship Manager in Business Banking to help clients grow with financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients, building relationships and delivering tailored guidance to support profitability and risk management. The ideal candidate has at least 1 year of related experience, strong communication, and proficiency with MS Office.

Qualifications

• Minimum of 1 year experience in a Business Banking Relationship Management role or related lending experience.
• Strong communication skills with clients and internal partners.
• Knowledge of business credit and banking products.
• Ability to assess risk and escalate when needed.
• Ability to prioritize and manage multiple client relationships daily.
• Proficiency with MS Office tools.

Responsibilities

• Acquire, manage, and retain a portfolio of 70–90 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 an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Skills

Relationship management

Business banking

Credit knowledge

Communication skills

Education

Bachelor's degree in Finance or related field

Tools

MS Office Suite

Job description

JPMorgan Chase & Co. in the United States seeks a Business Relationship Manager in Business Banking to help clients grow with financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients, building relationships and delivering tailored guidance to support profitability and risk management. The ideal candidate has at least 1 year of related experience, strong communication, and proficiency with MS Office.