Business Relationship Manager I - Officer

JPMorgan Chase; Maple Grove (MN); In loco; USD 90.000 - 130.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase in Minnesota is seeking an experienced Business Relationship Manager to grow and manage a portfolio of mid‑sized business clients. You will provide financial advice, deposit and cash management solutions, and credit recommendations to help businesses thrive.

As BRM I, you will build trust with clients, coordinate with wealth, lending, and branch teams, and ensure strong risk management and regulatory compliance.

Competenze

• 1+ year experience in a Business Banking Relationship Management role or related business lending.
• Strong knowledge of core business products and how needs vary by industry.
• Excellent communication with clients and internal partners.
• Ability to balance priorities and escalate or handle issues independently.
• Proven ability to own problems and follow through with commitments.
• Proficiency with MS Office (Outlook, Excel, Word, PowerPoint).

Mansioni

• Acquire, manage, and retain a portfolio of 70-90 business clients with $1–$5M revenue; provide deposits, cash management, and credit opportunities up to $500k.
• Deliver customized business banking solutions tailored to client needs and risk considerations.
• Identify opportunities and promote solutions to support profitability of the portfolio.
• Conduct regular in-person visits with clients and COIs, refining relationship strategies with guidance from management.
• Collaborate with partners across Chase Wealth Management, Home Lending, and Branch Teams to meet client goals.
• Support branches with risk management and regulatory adherence.

Conoscenze

Relationship management

Communication

MS Office

Credit knowledge

Time management

Formazione

Finance degree or equivalent

Strumenti

CRM systems

Descrizione del lavoro

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 70 - 90 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 **escalate** 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