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. 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. 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/Veterans ABOUT 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
$91.62k - $111.98k
...’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and... ...excel at—all from Day One.Job DescriptionThe Small Business Relationship Manager NMLS is responsible for delivering excellent customer...SuggestedFull timeWork experience placementLocal area$71k - $140k
...teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking... ...reach further.OverviewBeing the next generation Business Relationship Manager at East West Bank means you are part of a world-class team...SuggestedFull timeLocal area$71k - $140k
...teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking... ...reach further. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world-class team...SuggestedLocal area- ...Job Description Serving as primary TCS relationship owner and growth partner, being on the customer floor for driving revenue growth,... ...delivery ownership and pipeline health, blending in relationship management and deal shaping across TCS service lines. Key...SuggestedContract work
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...- $141,000.00Category: Commercial and Business Sales, WealthCompany: CitiThe Business... ...acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an... ...(SME) on Deposit, Credit, and Cash Management products and support their assigned area...Full time- ...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 Preferred...Work experience placement
$117.63k - $143.77k
...do our best. Helping the customers and businesses we serve to make better and smarter financial... ...for the administration, risk management and servicing of assigned fiduciary and... ...investment management accounts. May include Relationship Management responsibilities as well as...Full timeLocal area- ...vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus.SUMMARYThe Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to...
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...the key responsibilities of the role:Manage key opinion leader (KOL)... ...special projects, clinical trials, business development evaluations) based on expertise... ...systems and processes including Microsoft Office and customer relationship management software, work...Live inWork at officeLocal area$90.82k - $145.31k
...Telework, also come in to the Main Office in Orange, CA, at least two (2) days... ...standards as they relate to business and clinical risk management. 10% – Other Completes other projects... ...establish and maintain effective working relationships with CalOptima Health's leadership...Temporary workWork at officeLocal areaRemote workFlexible hoursWeekend workAfternoon shift2 days per week- ...In this role, you will build and maintain relationships with community referral sources and health plan partners to drive leads, referrals... ...Conduct in-service and educational presentations to case managers and community partners Maintain all lead, contact, and activity...Hourly payFull timeWork from home
$101k - $127k
Operations Manager Individual will participate and provide tactical business processes to successfully manage the operations.... ...and delivery.Maintain employee relationships striving for continuous improvementReview... ...in Microsoft Office Products, Microsoft Project, Windows...Work at office$71k - $87.5k
...major trade shows. Interact and develop relationships with press to foster positive engagement... ...including operating a computer and other office productivity machinery, such as a... ...be determined based on numerous relevant business and candidate factors including, but not...Work at office- ...and detail-oriented, with the ability to manage recurring compliance requirements while identifying... ...'s or Bachelor's degree in Safety, Business, Operations, or related field preferred (... ...AND ABILITIESProficiency in Microsoft Office or Google Workspace, especially Excel and...Temporary workWork at officeLocal area
$88k - $112k
...clinical reassessment. Responsible for managing the referrals and admissions that are generated... ...professionalism and maintains positive relationships with the accounts within their... ...generate leads including initiating personal/business contacts, sourcing expansion...Full timeWork experience placementWork from home- ...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...
- ...developing and strengthening referral relationships between external optometrists, community... ...The liaison serves as a relationship manager, educator, and operational bridge between... ...s degree in Healthcare Administration, Business, Communications, or related field 3...Local area
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$90k - $120k
...consultative, community-focused approach to building and strengthening relationships with referral sources. Your efforts will help connect patients... ...in assisted living facilities, hospitals, physician offices, personal care homes, and other community referral sources...Flexible hoursShift workAfternoon shift- ...resources Hospice Clinical Liaison / Business Development RepresentativeNext Care Hospice is seeking an experienced, relationship-driven Hospice Clinical Liaison to join... ...experienced in hospice admissions, referral management, and healthcare networking....Work from homeFlexible hours
- ...reach their full potential. Operations Management Area Director Everybody needs a job... ...the financial performance of the area business unit, review financial statements,... ...referral agents; participate in building relationships with local legislators and government officials...Full timePart timeLocal area
$95k - $115k
...responsibility for the same patients. Practice at the top of your license. Manageable caseloads, meaningful clinical depth, and purpose‑built tools... ...) to deliver exceptional care while growing a sustainable business. You navigate change effectively, embrace new technologies,...Full time$200k - $220k
...Named Regional Account Manager (NRAM) Fortinet is at the center... ...seller who can deepen relationships, expand platform adoption, lead... ...meetings occur onsite in customer offices and in the field. Drive... ...Fortinet's value in business terms, helping customers consolidate...Contract workWorldwideShift work$22 per hour
...qualifications of an ACMS School Crossing Guard and be fully competent in performing those duties Strong leadership, organization, and time‑management skills Self‑motivated, dependable, and able to communicate effectively both verbally and in writing Comfortable using technology,...Hourly payPart timeSummer holidaySeasonal workLocal area$72.22k - $90.27k
...freight operations Develop and implement strategic work procedures to meet the evolving demands of the department Evaluate, manage, assign and supervise workloads and tasks Supervise hourly staff across various operations and act as primary point of contact for...Hourly payWork experience placementShift workNight shiftWeekend workAfternoon shift$30.91 - $41.2 per hour
...We DoRemote Commercial Title Officer | Remote (U.S.)Must be... ...available to work Pacific Time Zone business hours.We are seeking an... ...expertise, including experience managing complex commercial... ...consultative mindset.Strong relationship-building skills with attorneys...Hourly payFull timeLocal areaRemote work- ...Job Overview The Branch Manager is responsible for the branch's success. Branch staff report directly to the Branch Manager and it... ...the company's client base and market share Grow existing client relationships and develop new relationships Create a structured employee work...Contract workImmediate startFlexible hoursWeekend workDay shift
$18.4 - $18.9 per hour
...headquarters are in Dublin, CA, we have 3 buying offices in key markets in New York City, Los... ...of the store when functioning as the Manager on Duty. Area Supervisors are... ...manager. Competencies Manages work processes Business acumen Plans, aligns & prioritizes Builds...Work at officeLocal areaImmediate startShift workWeekend workAfternoon shift
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