Business Relationship Manager II - Assistant Vice President

JPMorgan Chase & Co.; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Business Relationship Manager II to oversee a portfolio of growing business clients, providing financial solutions and education with a focus on client experience and risk management.

You will build relationships, advise on banking products, and coordinate across lines of business to meet client needs. The role emphasizes in-person client engagement, cross-team collaboration, and adherence to regulatory standards while driving portfolio profitability and

Qualifications

• Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Knowledge of business credit and banking products and services with understanding of industry practices.
• Strong communication skills with clients and internal partners at all levels.
• Balance client needs with risk and firm interests; know when to elevate.
• Proficiency in MS Office applications (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Acquire, manage, and retain a portfolio of 70–90 business clients with $1–$5M revenue; provide deposits, cash management, and credit opportunities up to $1.5M.
• Deliver tailored commercial banking solutions to meet client financial needs and circumstances.
• Apply knowledge of business, finance, banking, credit, and risk management to advise on profitable solutions.
• Conduct in-person calls with clients, COIs, and prospects at their businesses; maintain relationships.
• Identify and pursue new business opportunities; cultivate primary banking relationships.
• Collaborate with partners across lines of business to connect clients with specialists.
• Support assigned branches with risk management and regulatory compliance.

Skills

Relationship management

Client communication

Financial concepts

Risk awareness

MS Office

Education

Bachelor's degree in Finance or related field

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