Client-Focused Business Banking Relationship Advisor

JPMorganChase; Aliso Viejo (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorganChase in the United States seeks a Business Relationship Manager I in Business Banking. The role focuses on building relationships and delivering financial solutions, education, and advice to business clients.

You will manage a portfolio of new and existing clients, provide deposits, cash management, and credit guidance while aligning with risk management and client experience objectives.

Qualifications

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• General business experience and knowledge of business credit and banking products and services.
• Strong communication skills with clients and internal partners.
• Ability to balance client needs with firm risks and ownership of problems.

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with revenue of $1-5M; provide deposits, cash management, and credit opportunities up to $500k.
• Deliver tailored banking solutions to meet client financial needs and strengthen relationships.
• Leverage knowledge of business, finance, and risk to identify and promote profitable solutions for clients and portfolio.

Skills

Relationship building

Financial analysis

Customer service

MS Office

Risk awareness

Education

Bachelor's degree in Finance or related field

Tools

MS Office

Job description

JPMorganChase in the United States seeks a Business Relationship Manager I in Business Banking. The role focuses on building relationships and delivering financial solutions, education, and advice to business clients.

You will manage a portfolio of new and existing clients, provide deposits, cash management, and credit guidance while aligning with risk management and client experience objectives.