Business Relationship Manager I: Client Growth & Solutions

Testing Site - JPMC; Village of Westhampton Beach (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase is seeking a Business Relationship Manager in New York to grow and manage a portfolio of small to mid-size business clients. You will provide strategic financial guidance, design tailored banking solutions, and maintain strong client relationships with a focus on deposit growth, cash management, and credit opportunities.

The role emphasizes in-person client engagement, cross-team collaboration, and adherence to risk and regulatory standards across branches.

Qualifications

• 1 year+ experience in a Business Banking Relationship Management role or related business lending
• Knowledge of business credit and core business products/services
• Strong communication skills across levels to build relationships
• Ability to balance client needs with firm risk and escalate when needed
• Ability to prioritize daily tasks to meet business objectives and own client issues
• Proficiency in MS Office tools (Outlook, Excel, Word, PowerPoint)

Responsibilities

• Acquire, manage, and retain a portfolio of 70–90 business clients with annual revenue of $1–$5 million; provide business deposits, cash management, and credit opportunities up to $500,000
• Deliver a comprehensive, customized banking experience to Chase business clients
• Promote solutions that serve client needs while ensuring portfolio profitability
• Conduct in-person calls with prospects, COIs, and clients at their business locations; refine relationship strategies with management
• Identify and pursue new business clients to cultivate long-term primary banking relationships
• Collaborate with partners across lines of business to connect clients with specialists
• Support branches and adhere to risk management protocols and regulatory requirements

Skills

Relationship building

Communication

MS Office

Financial services knowledge

Education

Bachelor's degree in Finance or related field

Tools

MS Office Suite

Job description

JPMorgan Chase is seeking a Business Relationship Manager in New York to grow and manage a portfolio of small to mid-size business clients. You will provide strategic financial guidance, design tailored banking solutions, and maintain strong client relationships with a focus on deposit growth, cash management, and credit opportunities.

The role emphasizes in-person client engagement, cross-team collaboration, and adherence to risk and regulatory standards across branches.