Growth-Focused Business Banking Relationship Manager

JPMorgan Chase & Co.; Santa Barbara (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Santa Barbara is seeking a Business Relationship Manager I to help clients by offering financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients with a focus on client experience and risk management. Responsibilities include acquiring, managing and retaining 100–130 business clients with annual revenue of $1–$5 million, delivering tailored deposits, cash management, and credit solutions, and coordinating with partners

Qualifications

• 1+ year in BRM or related business lending experience.
• Knowledge of core business products and services and how they vary by industry.
• Strong communication skills with clients and internal partners.

Responsibilities

• Acquire, manage, and retain 100-130 business clients with $1M–$5M revenue.
• Provide business deposit and cash management solutions and credit opportunities up to $500k.
• Deliver tailored banking solutions focused on client experience.
• Build relationships with partners across lines of business to meet client needs.
• Lead in-person meetings with clients and COIs to grow relationships.
• Adhere to risk management protocols and regulatory requirements.

Skills

Communication

Relationship building

MS Office

Risk management

Education

Bachelor's degree in Finance or related field

Tools

MS Office

Job description

JPMorgan Chase & Co. in Santa Barbara is seeking a Business Relationship Manager I to help clients by offering financial solutions, education, and advice.

You will manage a portfolio of new and existing business clients with a focus on client experience and risk management. Responsibilities include acquiring, managing and retaining 100–130 business clients with annual revenue of $1–$5 million, delivering tailored deposits, cash management, and credit solutions, and coordinating with partners