Entry-Level Business Banking Relationship Manager

JP Morgan Chase; Northbrook (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

JP Morgan Chase is seeking a Business Relationship Manager I in Business Banking to manage a diverse portfolio of small to mid-size business clients. You will deliver tailored financial solutions, deposits, cash management, and credit opportunities while prioritizing client experience and risk controls.

Regular in-person client visits and proactive wealth of knowledge in business finance will be essential as you develop long-term primary banking relationships across branches and partners.

Qualifications

• Minimum 1 year experience in a Business Banking Relationship Management role or related business lending experience
• Knowledge of core business products and services and general business practices across industries
• Strong communication skills with clients and internal partners at all levels
• Ability to balance client needs with risk considerations and determine when to elevate or handle independently
• Ability to prioritize daily tasks to achieve business objectives and own problems for clients
• Proficient in MS Office tools 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, 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

Strong communication

Relationship building

Client experience

MS Office proficiency

Education

Bachelor’s degree in Finance or related field

Tools

Outlook

Excel

Word

PowerPoint

Job description

JP Morgan Chase is seeking a Business Relationship Manager I in Business Banking to manage a diverse portfolio of small to mid-size business clients. You will deliver tailored financial solutions, deposits, cash management, and credit opportunities while prioritizing client experience and risk controls.

Regular in-person client visits and proactive wealth of knowledge in business finance will be essential as you develop long-term primary banking relationships across branches and partners.