Business Relationship Manager I - Grow Client Relationships

JPMorgan Chase & Co.; Fremont (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Business Relationship Manager in Business Banking to manage a portfolio of 100-130 business clients with revenues of $1–$5 million and to provide tailored financial solutions, deposits, and credit opportunities up to $500,000.

The role emphasizes relationship-building, risk awareness, and a client-centric approach. The BRM will conduct in-person client visits, collaborate with cross-functional partners, and promote comprehensive banking strategies to drive

Qualifications

• Minimum 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 products and services.
• Strong communication skills with individuals at all levels, internally and externally.
• 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.
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 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 Building

Financial Advice

Credit & Risk Management

Communication

Client Management

Prospecting

MS Office

Education

Bachelor's degree in Finance or related field

Tools

Outlook

Excel

Word

PowerPoint

Job description

JPMorgan Chase & Co. is seeking a Business Relationship Manager in Business Banking to manage a portfolio of 100-130 business clients with revenues of $1–$5 million and to provide tailored financial solutions, deposits, and credit opportunities up to $500,000.

The role emphasizes relationship-building, risk awareness, and a client-centric approach. The BRM will conduct in-person client visits, collaborate with cross-functional partners, and promote comprehensive banking strategies to drive