Business Relationship Manager II

JPMorganChase; New York (NY); Sur place; USD 110 000 - 140 000; Plein temps

Résumé du poste

JPMorganChase in New York, NY is seeking a Business Relationship Manager II to grow and manage a portfolio of mid-size business clients. You will provide financial advice, tailored banking solutions, and risk-aware guidance to help clients achieve their goals.

You will regularly engage clients in person, leverage cross-bank partners, and drive profitable growth while upholding regulatory and risk standards. This role emphasizes client experience and strategic relationship development.

Qualifications

• Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Knowledge of business credit and core business products/services with understanding of industry variations.
• Strong communication skills with clients and internal partners.
• Balance client needs with firm risk and know when to elevate or handle independently.
• Able to set priorities daily to hit business objectives and own client issues.

Responsabilités

• 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 $1.5 million.
• Deliver an outstanding client experience with tailored business banking solutions.
• Promote solutions that support profitability and risk management for the portfolio.
• Conduct regular in-person calls with prospects, COIs, and existing clients; review strategies with manager and adjust as needed.
• Identify and pursue new business clients and cultivate long-term primary banking relationships.
• Collaborate with Chase Wealth Management, Home Lending, and Branch Teams to meet client financial goals, and protect the firm by following risk protocols.

Connaissances

Relationship management

Financial advisory

Communication

MS Office

Risk management

Client onboarding

Formation

Bachelor's degree in Finance or related field

Outils

Microsoft Office

Description du poste

Job Description

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

Job Description

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 II (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'll 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 $1.5 million
• 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 3 years' 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

ABOUT US

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.