Senior Business Banking Relationship Manager

JPMorganChase; New York (NY); Presencial; USD 110.000 - 140.000; Jornada completa

Descripción de la vacante

JPMorganChase in New York, NY is seeking a Business Relationship Manager II to grow and manage a portfolio of mid-size business clients. You will provide financial advice, tailored banking solutions, and risk-aware guidance to help clients achieve their goals.

You will regularly engage clients in person, leverage cross-bank partners, and drive profitable growth while upholding regulatory and risk standards. This role emphasizes client experience and strategic relationship development.

Formación

• Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Knowledge of business credit and core business products/services with understanding of industry variations.
• Strong communication skills with clients and internal partners.
• Balance client needs with firm risk and know when to elevate or handle independently.
• Able to set priorities daily to hit business objectives and own client issues.

Responsabilidades

• Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million; provide banking solutions and manage credit opportunities up to $1.5 million.
• Deliver an outstanding client experience with tailored business banking solutions.
• Promote solutions that support profitability and risk management for the portfolio.
• Conduct regular in-person calls with prospects, COIs, and existing clients; review strategies with manager and adjust as needed.
• Identify and pursue new business clients and cultivate long-term primary banking relationships.
• Collaborate with Chase Wealth Management, Home Lending, and Branch Teams to meet client financial goals, and protect the firm by following risk protocols.

Conocimientos

Relationship management

Financial advisory

Communication

MS Office

Risk management

Client onboarding

Educación

Bachelor's degree in Finance or related field

Herramientas

Microsoft Office

Descripción del empleo

JPMorganChase in New York, NY is seeking a Business Relationship Manager II to grow and manage a portfolio of mid-size business clients. You will provide financial advice, tailored banking solutions, and risk-aware guidance to help clients achieve their goals.

You will regularly engage clients in person, leverage cross-bank partners, and drive profitable growth while upholding regulatory and risk standards. This role emphasizes client experience and strategic relationship development.