Strategic Business Banking Relationship Manager

JPMorgan Chase & Co.; San Francisco (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Health care coverage

On-site wellness centers

Retirement savings plan

Tuition reimbursement

Zusammenfassung

JPMorgan Chase & Co. in San Francisco is seeking a Business Relationship Manager to grow a portfolio of local business clients and provide financial guidance to support growth and cash management needs.

You will acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million, delivering tailored banking solutions up to $500,000 in credit and engaging in proactive relationship development with COIs and clients on site.

Qualifikationen

• 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 with understanding of general business practices and how business needs vary by industry/market.
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners.
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to elevate or handle independently.
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment.
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Aufgaben

• 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, centers of influence (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.

Kenntnisse

Strong communication

MS Office

Relationship building

Client focus

Ausbildung

Bachelor's degree in Finance or related field

Tools

MS Outlook

Excel

Word

PowerPoint

Jobbeschreibung

JPMorgan Chase & Co. in San Francisco is seeking a Business Relationship Manager to grow a portfolio of local business clients and provide financial guidance to support growth and cash management needs.

You will acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million, delivering tailored banking solutions up to $500,000 in credit and engaging in proactive relationship development with COIs and clients on site.