Strategic Business Banking Relationship Manager

JPMorgan Chase & Co.; Town of Yorktown (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. Yorktown is seeking an experienced Business Relationship Manager I in Business Banking.

You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. You will acquire, manage, and retain 100–130 business clients with $1–$5 million in annual revenue, offering deposits, cash management, and credit opportunities up to $500k, and collaborate with partners to meet

Qualifications

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• General business knowledge of credit and core banking products with awareness of industry practices.
• Strong communication skills with clients and internal partners at all levels.

Responsibilities

• Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million; provide deposits and cash management, and manage credit opportunities up to $500,000.
• Deliver customized business banking solutions tailored to clients' financial needs and circumstances.
• Promote solutions that support profitability and risk management across the client portfolio.
• Conduct in-person calls with prospects, COIs, and clients at their business locations; follow a disciplined relationship development process.
• Identify and pursue new business clients to cultivate long-term primary relationships.
• Collaborate with partners across Chase Wealth Management, Home Lending, and Branch Teams to meet client goals.

Skills

Relationship management

Financial advisory

Communication

Risk management

MS Office

Credit knowledge

Education

Bachelor’s degree in Finance or related field

Tools

MS Office Suite

Job description

JPMorgan Chase & Co. Yorktown is seeking an experienced Business Relationship Manager I in Business Banking.

You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. You will acquire, manage, and retain 100–130 business clients with $1–$5 million in annual revenue, offering deposits, cash management, and credit opportunities up to $500k, and collaborate with partners to meet