Business Relationship Manager II

Testing Site - JPMC; Ogden (UT); On-site; USD 85,000 - 120,000; Full time

Job summary

Chase is seeking a Business Relationship Manager II in Ogden to manage a portfolio of local business clients, deliver customized financial solutions, and help clients grow while safeguarding risk.

You will build relationships across Chase teams, provide education and advice, and identify opportunities that align with client goals and regulatory requirements. This is a client-facing, relationship-driven role emphasizing proactive problem solving.

Qualifications

• Minimum 3 years’ experience in a Business Banking Relationship Management role or related business lending.
• General business knowledge of credit and core banking products.
• Strong communication with internal and external partners.
• Ability to balance client needs with firm risk and determine when to elevate.
• Proficient in MS Office (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million; manage credit opportunities up to $1.5 million.
• Deliver an outstanding experience to Chase business clients with customized banking solutions.
• Use knowledge of business, finance, banking, credit, and risk management to identify and promote solutions.
• Regularly conduct in-person calls with prospects, COIs, and clients at their places of business.
• Identify and pursue potential new business clients and cultivate long-term relationships.
• Collaborate with partners across lines of business to meet client goals and ensure profitability.

Skills

Relationship mgmt

Communication

MS Office

Risk management

Prioritization

Education

Bachelor's degree in Finance or related field or equivalent work experience

Tools

MS Office

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.

JobResponsibilities

• 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 $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