Business Relationship Manager II- Assistant Vice President

JPMorganChase; Orem (UT); On-site; USD 80,000 - 120,000; Full time

Job summary

JPMorgan Chase is seeking a Business Relationship Manager II to enhance client relationships and provide tailored financial solutions. This mid-senior level role involves managing a diverse portfolio of business clients and requires strong communication skills and banking knowledge. The ideal candidate will have a bachelor's degree in finance or related fields and a minimum of three years' experience in business banking.

Benefits

Competitive compensation

Health care benefits

Retirement plans

Tuition reimbursement

Qualifications

• Minimum of 3 years’ experience in Business Banking Relationship Management.
• Knowledge of business credit and core business products.
• Strong communication skills and ability to build relationships.

Responsibilities

• Manage a portfolio of 100-130 business clients.
• Provide customized business banking solutions.
• Conduct regular in-person calls with clients.

Skills

Communication

Relationship Building

Risk Management

Financial Analysis

Education

Bachelor’s degree in Finance or related field

Tools

MS Office

Job description

Business Relationship Manager II- Assistant Vice President

Join to apply for the Business Relationship Manager II- Assistant Vice President role at JPMorgan Chase.

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 help 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.

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 their financial needs and circumstances.
• 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.
• Conduct regular in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process and review strategies with your manager.
• Identify and pursue potential new business clients, cultivating long-term, primary banking relationships.
• Identify clients’ personal financial goals and needs; collaborate with partners across lines of business to connect clients with specialists.
• Provide leadership by supporting your assigned branches and following sound risk management protocols and regulatory requirements.

Qualifications

• Minimum of 3 years’ experience in Business Banking Relationship Management or related business lending experience.
• Knowledge of business credit, core business products, and general business practices. Understanding of industry-specific needs.
• Strong communication skills and ability to build relationships internally and externally.
• Ability to balance client needs with risks and recognize issues requiring escalation.
• Proficiency in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Preferred Qualifications

• 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 households and small businesses achieve their financial goals. We focus on creating lifelong relationships and providing comprehensive financial solutions.

We offer competitive compensation, benefits, and programs to meet employee needs, including health care, retirement plans, tuition reimbursement, and more. We value diversity and inclusion and are an equal opportunity employer.

About The Team

Our Consumer & Community Banking division serves clients through personal banking, credit cards, mortgages, auto financing, investment advice, and small business loans. We lead in credit card sales, deposit growth, and digital solutions, ranking high in customer satisfaction.

Additional Details

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Sales and Business Development