Business Relationship Manager I - Officer
Fairygodboss
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 Financeorrelated field or equivalent work experience Strong current business network
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section19 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.ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/VeteransABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long‑term. #J-18808-Ljbffr Fairygodboss- ...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
- ...of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture... ...network of full-service branches and regional offices, as well as through digital and nationwide capabilities...SuggestedFull timeWork experience placementBank staffWork at officeLocal areaImmediate startFlexible hours
- ...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
- ...of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture... ...network of full-service branches and regional offices, as well as through digital and nationwide capabilities...SuggestedFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startFlexible hours
$10 per hour
...Business Relationship Manager Senior If you are customer focused, enjoy building relationships and providing financial advice to your clients,... ...managing clients ~$10+MM revenue ~ Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint ~...SuggestedWork experience placementWork at office$100k - $110k
...referral source(s) in the area and built relationships in the community! If you have worked in... ...care. Utilize organizational skills to manage multiple accounts efficiently while... ...experience in sales, account management, or business development within healthcare or medical...Flexible hours$100k - $125k
...Description Join Our Team as a Senior Provider Liaison Manager in Brea, California About Us: Infusion for... ..., patient conversion, and strengthening provider relationships. This role sits at the intersection of business development, inside sales, and patient operations...$23 - $27 per hour
...our patient base by building relationships with healthcare providers and... ...resourcefulness to connect with busy professionals. You'll... ...time reaching out to medical offices, taking inbound calls, and developing... ...Make outbound calls and manage inbound communication with...Monday to Friday- Trucking Sales--Business Development Manager Full-time GST Transport values safety & service, not the... ...national supplier and vendor relationships and expertly communicating market conditions... ...via phone calls, emails, plant/office visits, off‑site meetings such as industry...Full timeWork at office
- ...Summary: This role is responsible for managing all aspects of an ALIGN Business Unit’s new and repeat business... ...business opportunities, customer relationship management, and market expansion... ...Proficient in the use of Microsoft Office programs and Windows operating system...Contract workApprenticeshipWork at office
$83k
...Bath Remodel (JBRx) is the fastest growing business unit of Jacuzzi Group with 13 successful... ...: The Events & National Account Manager owns the end-to-end performance of our Field... ...program management, and executive-level relationship building to maximize the productivity of...Seasonal workWork from home- Patient Placement Center Specialist supports care for Providence St Joseph Health (PSJH) patients by coordinating the patient intake process. Responsibilities include answering and triaging calls, verifying eligibility, facilitating inbound and outbound transfers, and ensuring...Minimum wageLocal areaShift work
$80k - $95k
...come with current Home Health book of business About Us GrandCare Health Services is a... ...specialize in orthopedics, neurology, and pain management, supported by tools and independence to... ...establishing and maintaining positive relationships with customers and referral sources,...Local areaWork from home$27 - $33 per hour
...brand that's more than just food - a brand that moves culture and creates unforgettable moments - join our team today!Responsibilities:Manage and interpret food regulations for the U.S., Canada, Mexico, and Latin American countriesContinuously track updates in...Work experience placementLocal area$192.1k - $234.8k
...Position Summary:Reporting to the VP, Portfolio Management & Global Marketing, the Sr. Director, Global Business Unit Leader - Spark is responsible for owning... ...authority while maintaining strong enterprise relationships.Job Requirements:Required Experience & QualificationsBachelor...Full timeContract workShift work$85k - $105k
...clinical rehab liaison at Encompass Health cultivates referral relationships, manages assigned territory and completes patient assessments. You'... ...growth through patient referrals. To help support our business goals, your primary focus will be on cultivating strong referral...Full timePart timeFlexible hours$85.8k - $104.8k
...customer-centric and ethical relationships with internal and external stakeholders... ...assignments as directed by Manager. Qualifications Job... ...computer literacy in Microsoft Office suite, databases and... ...experience; performance; and other business and organizational needs. The...Contract workWork at officeWorldwideFlexible hours- ...Counterparty documentation, and red flag analysis. Prepare, submit, and manage export licenses, permits, ATA Carnets, and other government... ...operations (IMMEX preferred) Bachelor’s degree in business, International Relations, Supply Chain Management, or a related...Work experience placementLocal areaRelocationShift work
- ...and facilitating processes. This position is responsible for managing the relationship with patients from initial contact through the onboarding... ...prioritize tasks effectively. Proficiency in using Microsoft Office tools and healthcare management software, preferably...Work at office
$85k - $115k
...implementation of the referral relations programs including physician, managed care organizations, case managers and discharge planners.... ..., and patient referral sources a must. Marketing, Sales, or Business Development experience preferred. Ability to use clinical assessment...Full timeShift work- ...support customer service, project management, and account management for... ...while building long-term customer relationships. Requirements include a 4-year degree in a business field or equivalent experience,... ...related roles, and strong MS Office along with CRM/ERP skills. #J-...
- ...community, regularly visiting physician offices, hospitals, skilled nursing facilities,... ...driving to meet with partners, build relationships, and support timely patient referrals.... ...home care. Work with the intake/ case management team to ensure smooth transitions from...
$100k - $130k
...Processing Ops Supervisor oversees daily operational activities, manages teams, ensures process compliance, and drives efficiency and... ...for the aerospace and transportation industries. Our primary businesses focus on jet engine components, aerospace fastening systems, titanium...Full timeCasual workMonday to FridayFlexible hoursWeekend workDay shift$100k - $130k
...Operations Processing Ops SupervisorA Processing Ops Supervisor oversees daily operational activities, manages teams, ensures process compliance, and drives efficiency and quality in production or service delivery. Please note, this is a 1st shift role - Monday through...Casual workMonday to FridayWeekend workDay shift- ...protect, connect, and optimize businesses of all types and sizes. More... ...focuses on lead generation, relationship building, and presenting our... ...Job Responsibilities: Manage a defined territory using CRM... ...Proficient in leveraging Office Suite and CRM platforms to streamline...Base plus commissionTemporary workWork at office
$16.93 - $21.63 per hour
...products and scheduling future appointments. Manage the finances by maintaining accurate... ...Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented Listening... ...exercise therapy program, designed to fit your busy lifestyle, and keep you moving....Hourly payMinimum wageFull timeTemporary workPart timeLocal areaFlexible hoursShift workAfternoon shift- ..., selling retail products and scheduling future appointments. Manage the finances by maintaining accurate balances and utilizing proper... ...QUALIFICATIONS / COMPETENCIES Leadership Customer Focus Peer Relationships Integrity & Trust Action Oriented #J-18808-Ljbffr Medical...
- Banc of California is seeking an experienced Commercial Lender to source, analyze, and underwrite complex loan requests, focusing on owner-occupied real estate and working capital facilities. You will prepare credit packages, guide deals through approval, and support loan...
$16.93 - $21.63 per hour
...care expenses by setting aside pre-tax money. It's a smart way to manage your budget and take care of your needs. Health Savings Account... ...with our digital exercise therapy program, designed to fit your busy lifestyle, and keep you moving. Voluntary Protection Benefits:...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hours$179.9k - $219.8k
...requires four days per week in the Brea office to support collaboration and business needs. The Director, Commercial... ..., forecasting, performance management, enterprise account planning, analytics... ...plansLead customer mapping, relationship intelligence, and customer roster...Full timeContract workWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Business Relationship Manager I - Officer. Be the first to apply!
- director business analysis Yorba Linda, CA
- business manager Yorba Linda, CA
- director enterprise architecture Yorba Linda, CA
- business director Yorba Linda, CA
- business Yorba Linda, CA
- business broker Yorba Linda, CA
- business services Yorba Linda, CA
- business account collections Yorba Linda, CA
- business to business sales representative Yorba Linda, CA
- administrative & business operations Yorba Linda, CA


