Business Relationship Manager I - Banking Solutions & Growth

JPMorgan Chase & Co.

Union City (CA)

On-site

USD 76,000 - 115,000

Full time

9 days ago

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Benefits offered by this job

Health care coverage
Retirement savings plan
On-site health and wellness centers
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorgan Chase & Co. in California seeks a Business Relationship Manager I - Officer to manage a portfolio of local business clients, delivering financial solutions and strategic guidance to support growth.

The BRM will build strong relationships, navigate risk, and collaborate with Chase Wealth Management, Home Lending, and Branch teams to connect clients with the right specialists, prioritizing client experience and disciplined relationship management.

Qualifications

  • Minimum of 1 year in a Business Banking Relationship Management role or related business lending.
  • General business knowledge of credit and core products.
  • Strong communication with clients and internal partners.
  • Balance needs of clients with risk and interests of the firm.
  • Prioritize daily objectives to achieve business goals.
  • Proficient with Outlook, Excel, Word, and PowerPoint.

Responsibilities

  • Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million; provide deposits, cash management, and credit opportunities up to $500,000.
  • Deliver tailored banking solutions to meet client financial needs and circumstances.
  • Use knowledge of business, finance, banking, credit, and risk management to propose best-fit solutions.
  • Conduct in-person calls with prospects, COIs, and clients; maintain relationships with a disciplined process.
  • Identify and pursue new business clients to cultivate long-term relationships.
  • Collaborate with partners across lines of business to connect clients with specialists.

Skills

Relationship management
Communication
Risk management
MS Office
Credit knowledge
Networking

Education

Bachelor’s degree in Finance

Tools

MS Office

Job description

JPMorgan Chase & Co. in California seeks a Business Relationship Manager I - Officer to manage a portfolio of local business clients, delivering financial solutions and strategic guidance to support growth.

The BRM will build strong relationships, navigate risk, and collaborate with Chase Wealth Management, Home Lending, and Branch teams to connect clients with the right specialists, prioritizing client experience and disciplined relationship management.

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