Business Relationship Manager II - Assistant Vice President

Testing Site - JPMC; Garner (NC); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase in the United States is seeking a Business Relationship Manager II (BRM) in Business Banking to grow and protect a diverse client portfolio. You will provide financial education, advice, and tailored solutions to help clients thrive, while managing risk and ensuring excellent client experience.

Responsibilities include managing 100–130 business clients with $1–5M revenue, offering deposits, cash management, and credit up to $1.5M; building relationships through in-person visits

Qualifications

• Minimum of 3 years' experience in business banking or related lending.
• Strong communication skills with internal and external partners.
• Solid knowledge of business banking products and services.

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients.
• Provide business deposit and cash management solutions and credit opportunities up to $1.5M.
• Deliver tailored banking solutions to meet client needs and risk standards.
• Conduct in-person calls with clients and COIs to grow relationships.
• Identify new business opportunities and cross-sell across lines.
• Collaborate with partners to connect clients with specialists.

Skills

Client relationship

Communication

MS Office

Credit & risk

Education

Bachelors in Finance or related

Equivalent work experience

Tools

MS Excel

Outlook

Word

PowerPoint

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