Business Relationship Manager I - Officer
JPMorgan Chase & Co.
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. 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. Job Responsibilities 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. Regularly review processes and strategies with manager, making adjustments as needed 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 (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications,capabilities, and skills 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 Preferred qualifications,capabilities, and skills Bachelor’s degree in Finance or related field or equivalent work experience Strong current business network
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr JPMorgan Chase & Co.- ...you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship... ...with commitmentHighly proficient in MS Office tools including Outlook, Excel, Word,...Suggested
- ...Business Relationship Manager If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role... ...follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint...SuggestedWork experience placement
- JPMorgan Chase & Co. is seeking a Business Relationship Manager in Business Banking to manage a portfolio of 100-130 business clients with revenues of $1-$5 million and to provide tailored financial solutions, deposits, and credit opportunities up to $500,000. The role...Suggested
$71k - $140k
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...WealthCompany: CitiThe Wealth Relationship Advisor SAFE Act is a... ...of the function and overall business. Evaluates moderately complex... ...Business Partners, Home Lending Officer, etc.)Acquire new clients through... ...through converting referral leads.Manage client follow-up and adhere...Full timeWork at office- ...now operates independently from the parent company in product, business, and operations, serving customers outside of China.The role... ...closely with Shipping, Purchasing, Sales, Engineering, Product Management, and outside logistics providers with strong U.S. export/import...Worldwide
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City National Bank, located in Pleasanton, California, seeks a Relationship Manager I to acquire and deepen relationships with small business and personal clients. The candidate will develop a business development plan, provide tailored financial advice, and actively collaborate...Full time$124k - $185k
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$21.88 - $32.84 per hour
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