Business Relationship Manager I

JPMorgan Chase & Co.; New York (NY); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks a Customer-focused Business Relationship Manager to manage a portfolio of small to mid-sized business clients, deliver financial advice, and build long-term banking relationships.

You will provide tailored financial solutions, educate clients on services, and collaborate with internal partners to meet client needs while maintaining risk controls and compliance.

Qualifications

• 1 year of experience in a Business Banking Relationship Management role or related business lending experience.
• General business experience and knowledge of business credit, core products and services, and how business needs vary by industry.
• Strong communication skills with clients and internal partners.
• Ability to balance client needs with firm risk and escalate when needed.
• Ability to prioritise daily objectives to achieve business goals.
• Proficiency with MS Office tools (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Acquire, manage, and retain a portfolio of 70–90 business clients with $1–$5 million annual revenue.
• Provide business deposit and cash management solutions and manage credit opportunities up to $500,000.
• Deliver customized banking solutions to meet clients’ financial needs and drive client experience.
• Build relationships with prospects, COIs, and existing clients with on-site visits.
• Identify and pursue new business clients to cultivate long-term primary banking relationships.
• Collaborate with Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
• Lead by supporting branches and adhering to risk management policies and regulatory requirements.

Skills

Relationship management

Business banking

Communication skills

Risk management

Prioritization

MS Office

Outlook

Excel

Word

PowerPoint

Education

Bachelor’s degree in Finance or related field or equivalent work experience

Tools

MS Office

Outlook

Excel

Word

PowerPoint

Job description

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well‑being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job 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

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to elevate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network