Business Relationship Manager I - Officer

Testing Site - JPMC; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

Chase is seeking a Business Relationship Manager in Seattle to help clients grow their businesses by providing financial advice and tailored banking solutions. You will manage a portfolio of business clients, build relationships, and coordinate with care across loan, deposit, and cash management services.

In this role, you’ll visit client sites, assess needs, and connect clients with specialists in wealth management, lending, and operations.

Qualifications

• 1 year of Business Banking Relationship Management or related lending experience.
• Knowledge of business credit and core banking products.
• Strong communication and relationship-building skills.
• Ability to balance client needs with firm risk.
• Proficient in MS Office (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients; provide deposit and cash management solutions and manage credit opportunities up to $500,000.
• Deliver an outstanding experience to Chase business clients with tailored banking solutions.
• Use knowledge of business, finance, banking, credit, and risk management to identify and promote client-centric solutions.
• Conduct in-person calls with prospects, COIs, and existing clients at their places of business.
• Identify new business opportunities and cultivate long-term relationships.
• Collaborate with partners across lines of business to meet clients’ financial needs.
• Support assigned branches and uphold risk management and regulatory compliance.

Skills

Relationship mgmt

Business banking

Communication skills

MS Office

Risk management

Education

Bachelor’s degree in Finance

Tools

MS Office

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

• 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 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 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