Business Relationship Manager I - Officer

JPMorgan Chase & Co.; Manhattan Beach (CA); Presencial; USD 95.000 - 140.000; Jornada completa

Descripción de la vacante

JPMorgan Chase & Co. in California seeks a Business Relationship Manager to grow and manage a client portfolio, delivering tailored financial solutions and expert advice to help client businesses thrive.

You will build relationships with 100-130 business clients, navigate credit opportunities up to $500,000, and coordinate with partners across lines of business to meet client needs while maintaining risk controls.

Formación

• 1 year+ experience in a Business Banking Relationship Management or related business lending role.
• Knowledge of business credit and core business products and services; industry/market awareness.
• Strong communication skills with clients and internal partners at all levels.
• Balance client needs with risk and determine escalation or ownership of issues as appropriate.

Responsabilidades

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million; provide banking solutions and manage credit opportunities up to $500,000.
• Deliver customized banking solutions to Chase business clients to meet financial needs and circumstances.
• Use knowledge of business, finance, banking, credit, and risk management to propose solutions that benefit the client and portfolio profitability.
• Conduct regular in-person calls with prospects, COIs, and clients at their places of business; follow a disciplined relationship development process and adjust strategies with manager guidance.
• Identify and pursue potential new business clients to cultivate long-term primary banking relationships.
• Collaborate with partners across lines of business to connect clients with specialists who meet financial goals.
• Provide leadership by supporting branches and adhering to risk management and regulatory requirements.

Conocimientos

Relationship management

Communication

Risk management

Financial services knowledge

Educación

Bachelor's degree in Finance

Herramientas

Outlook

Excel

Word

PowerPoint

Descripción del empleo

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 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

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 escalation 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

FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.