Emerging Leader: Business Banking Relationship Manager

JPMorganChase

Tempe (AZ)

On-site

USD 90,000 - 120,000

Full time

3 days ago
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Job summary

Chase in Tempe, AZ seeks a Business Relationship Manager I to manage a portfolio of local business clients, delivering financial solutions, education, and advice with a strong focus on client experience and risk management.

You will conduct in-person visits, collaborate with partners across lines of business, and pursue new opportunities to deepen primary banking relationships while protecting the firm's interests.

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, understanding of core business products and services.
  • Strong communication skills with individuals at all levels, internally and externally.
  • Balance needs of clients with associated risks and interests of the firm; know when to elevate or handle independently.
  • Determine and balance priorities daily to achieve business objectives with accountability.

Responsibilities

  • Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million; provide deposits, cash management, and credit opportunities up to $500,000.
  • Deliver comprehensive, customized business banking solutions tailored to clients' financial needs.
  • Use knowledge of business, finance, banking, credit, and risk management to identify and promote the best client solutions.
  • Regularly conduct in-person calls with prospects, COIs, and clients at their place of business; adjust plans with guidance from management.
  • Identify and pursue new business clients; cultivate long-term primary banking relationships.
  • Collaborate with partners across lines of business to meet client goals; uphold risk management and regulatory compliance.

Skills

Communication skills
Relationship building
Risk awareness

Education

Bachelor's degree in Finance or related field

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Job description

Chase in Tempe, AZ seeks a Business Relationship Manager I to manage a portfolio of local business clients, delivering financial solutions, education, and advice with a strong focus on client experience and risk management.

You will conduct in-person visits, collaborate with partners across lines of business, and pursue new opportunities to deepen primary banking relationships while protecting the firm's interests.

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