Client-Centric Business Banking Relationship Manager

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

Job summary

JPMorgan Chase & Co. in California seeks a Business Relationship Manager I (BRM) in Business Banking to help clients grow through financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients, delivering guidance with a focus on client experience and risk management. Duties include acquiring, managing, and retaining 100–130 clients with $1–$5 million in revenue, delivering deposits, cash management, and credit opportunities up to $500,000, and

Qualifications

• Minimum of 1 year of experience in a Business Banking Relationship Management role or related business lending.
• Strong knowledge of business credit, products, and services across industries.
• Excellent communication with clients and internal partners.
• Ability to balance client needs with firm risk and regulatory requirements.
• Proficiency with MS Office (Outlook, Excel, Word, PowerPoint).

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 $500,000
• 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

Skills

Relationship building

Communication skills

MS Office proficiency

Risk management

Client focus

Financial knowledge

Education

Bachelor's degree in Finance or related field

Tools

MS Office Suite

Job description

JPMorgan Chase & Co. in California seeks a Business Relationship Manager I (BRM) in Business Banking to help clients grow through financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients, delivering guidance with a focus on client experience and risk management. Duties include acquiring, managing, and retaining 100–130 clients with $1–$5 million in revenue, delivering deposits, cash management, and credit opportunities up to $500,000, and