Strategic Business Banking Partner

JPMorgan Chase & Co.

New York (NY)

On-site

USD 85,000 - 125,000

Full time

7 days ago
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Job summary

JPMorgan Chase & Co. in New York seeks a Business Relationship Manager I in Business Banking. You will manage a portfolio of new and existing business clients, delivering financial advice and tailored banking solutions to help their businesses grow.

The role emphasizes relationship development, risk management, and collaboration with partners across lines of business. Regular in-person client meetings, strong MS Office skills, and a bachelor’s degree in finance or related field are preferred.

Qualifications

  • Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
  • Knowledge of business credit, banking products, and industry practices.
  • Strong communication skills with clients and internal partners.
  • Ability to escalate issues when needed and balance client needs with firm risk.
  • Proficient in MS Office (Outlook, Excel, Word, PowerPoint).
  • Bachelor’s degree in Finance or related field preferred.

Responsibilities

  • Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million; provide deposits and cash management solutions and manage credit opportunities up to $500,000.
  • Deliver an outstanding experience to Chase business clients by providing tailored solutions to meet financial needs.
  • Use knowledge of business, finance, banking, credit, and risk management to identify and promote optimal solutions.
  • Regularly conduct in-person calls with prospects, COIs, and clients at their places of business; maintain relationships.
  • Identify and pursue potential new business clients and cultivate long-term relationships.
  • Identify clients’ personal financial goals and connect with partners across lines of business to meet needs.
  • Provide leadership by supporting branches and adhering to risk-management protocols.

Skills

Relationship building
Client management
Communication skills
Risk awareness
Problem solving

Education

Bachelor’s degree in Finance or related field

Tools

MS Office Suite

Job description

JPMorgan Chase & Co. in New York seeks a Business Relationship Manager I in Business Banking. You will manage a portfolio of new and existing business clients, delivering financial advice and tailored banking solutions to help their businesses grow.

The role emphasizes relationship development, risk management, and collaboration with partners across lines of business. Regular in-person client meetings, strong MS Office skills, and a bachelor’s degree in finance or related field are preferred.

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