Client-First BRM for Business Banking

Testing Site - JPMC; Middleton (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Testing Site - JPMC in the United States is seeking a Business Relationship Manager to help clients grow and protect their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and delivering tailored guidance.

The BRM will focus on client experience and risk management, identifying opportunities, and partnering with branches and specialists to meet clients' goals while protecting the firm's

Qualifications

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of business credit and core products and services with understanding of industry practices.
• Excellent communication and relationship-building abilities to interact with clients and partners.
• Balance client needs with risk and determine when to escalate or handle independently.

Responsibilities

• 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 $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.
• 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 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

Communication

Relationship building

Risk management

Business banking

Problem solving

Education

Bachelor’s degree in Finance or related field

Tools

MS Office

Job description

Testing Site - JPMC in the United States is seeking a Business Relationship Manager to help clients grow and protect their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and delivering tailored guidance.

The BRM will focus on client experience and risk management, identifying opportunities, and partnering with branches and specialists to meet clients' goals while protecting the firm's