Business Relationship Manager I - Officer

JPMorganChase; Los Alamitos (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Join a leading financial institution as a Business Relationship Manager I. In this role, you'll manage a diverse portfolio of business clients, providing tailored financial solutions and advice to enhance client experiences and drive profitability. Your expertise in business banking will be vital as you build relationships and navigate client needs while ensuring compliance with risk management protocols.

Benefits

Competitive rewards package

Benefits

Commitment to diversity and inclusion

Qualifications

• Minimum of 1 year experience in Business Banking Relationship Management.
• Knowledge of business credit and core business products.

Responsibilities

• Manage a portfolio of 100-130 business clients with annual revenue of $1 - $5 million.
• Deliver customized business banking solutions tailored to client needs.
• Conduct in-person calls with prospects and existing clients.

Skills

Communication

Risk Management

Business Credit

Education

Bachelor’s degree in Finance

Tools

MS Office

Job description

Business Relationship Manager I - Officer

Join to apply for the Business Relationship Manager I - Officer role at JPMorgan Chase.

Job Description

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

As a Business Relationship Manager I (BRM) in Business Banking, you'll help improve the lives of clients and 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, focusing on client experience and risk management.

Job 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 their financial needs and circumstances.
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that serve the client and ensure portfolio profitability.
• Conduct in-person calls with prospects, COIs, and existing clients at their businesses. Follow a disciplined relationship development process, reviewing strategies with managers and making adjustments as needed.
• Identify and pursue potential new business clients to cultivate long-term, primary banking relationships.
• Identify personal financial goals and needs of clients; collaborate with partners across lines of business to connect clients with specialists.
• Support your branches actively, follow sound risk management protocols, and adhere 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.
• Knowledge of business credit, core business products, and practices, understanding of industry-specific needs.
• Strong communication skills to build relationships internally and externally.
• Ability to balance client needs with risks, recognize issues, and determine when to escalate or handle independently.
• Proficiency 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 experience.
• Strong current business network.

Additional Information

This position is subject to Section 19 of the Federal Deposit Insurance Act, contingent on background review.

JPMorgan Chase offers a competitive rewards package, benefits, and a commitment to diversity and inclusion. We are an equal opportunity employer and provide accommodations for applicants and employees.

About the Team

Our Consumer & Community Banking division provides a range of financial services, including personal banking, credit cards, mortgages, and small business loans. Our business bankers support small business owners across the U.S., partnering with clients to help them start, run, and grow their businesses.