Business Relationship Manager I- Officer

JPMorgan Chase; Orangeburg (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Business Relationship Manager to enhance the financial well-being of clients through tailored banking solutions. In this role, you will manage a diverse portfolio of business clients, focusing on building strong relationships and providing expert financial advice. Your ability to balance client needs with risk management will be crucial as you navigate the complexities of business banking. This position offers a unique opportunity to make a significant impact on clients' success while collaborating with various internal teams to deliver comprehensive financial solutions. If you're passionate about client service and have a knack for relationship building, this role is for you.

Qualifications

• 1+ years experience in Business Banking or related lending.
• Strong knowledge of business credit and core products.

Responsibilities

• Manage a portfolio of 70-90 business clients with annual revenue of $1-$5 million.
• Deliver customized banking solutions and maintain client relationships.

Skills

Business Banking Relationship Management

Communication Skills

Risk Management

Client Relationship Building

MS Office Proficiency

Education

Bachelor's degree in Finance or related field

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Job description

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

1. 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
2. Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs and circumstances
3. 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
4. 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 your manager, making adjustments as needed
5. Identify and pursue potential new business clients, seeking ways to cultivate long-term, primary banking relationships
6. 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
7. 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
• Ability to balance the needs of clients with the associated risks and interests of the firm, recognizing issues or problems and determining when to escalate or handle independently
• Ability to determine and balance priorities daily to achieve business objectives, owning problems on clients' behalf and following through with commitments
• 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