Emerging Business Banking Relationship Manager

Testing Site - JPMC; Miami Shores (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Chase is seeking a Business Relationship Manager in our Business Banking group to help clients grow and protect their businesses with tailored financial solutions and education. You will manage a portfolio of 100-130 business clients with $1–$5M in revenue and provide deposits, cash management, and credit opportunities up to $500K.

You will build relationships across lines of business, deliver an outstanding client experience, and uphold risk management and regulatory standards across the

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 standard banking products.
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners.
• Ability to 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.
• Proficiency in MS Office including Outlook, Excel, Word, and 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 management

Communication skills

MS Office

Education

Bachelor’s degree in Finance

Equivalent work experience

Tools

MS Office Suite

Job description

Chase is seeking a Business Relationship Manager in our Business Banking group to help clients grow and protect their businesses with tailored financial solutions and education. You will manage a portfolio of 100-130 business clients with $1–$5M in revenue and provide deposits, cash management, and credit opportunities up to $500K.

You will build relationships across lines of business, deliver an outstanding client experience, and uphold risk management and regulatory standards across the