Business Relationship Manager I - Officer
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 70 - 90 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 escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
- Rate: Not Specified
- Location: Miami Beach, US-FL
- Type: Permanent
- Industry: Finance
- Recruiter: JPMorgan Chase Bank, N.A.
- Contact: Not Specified
- Email: to view click here
- Reference: 210605614
- Posted: 2025-03-09 07:08:21 -
- View all Jobs from JPMorgan Chase Bank, N.A.
More Jobs from JPMorgan Chase Bank, N.A.
- Project Associate
- Maintenance Engineer
- Account Manager
- Field Sales Manager
- Dental Sales Executive (Chicago, IL) - Hybrid
- Manager, Provider Contracting - Cigna Healthcare - New England Market - Hybrid - MA, NH, VT
- RN Health Coach - Bilingual Spanish - Evernorth - Dallas TX
- Onsite Behavioral Health Counselor- Evernorth- Orlando
- HVAC Technician
- Pharmacy Technician Inbound Call - Work from Home, OH, IN & FL - Accredo
- Senior Advisor, Customer Marketing and Engagement - Hybrid
- Oncology Nurse Case Management Lead Analyst - Evernorth Health Services - Remote
- Accredo Staff Pharmacist - Remote (AZ, FL, IN, OH, TN)
- Fulfillment Lead Technician - Accredo
- Customer Service Representative - AZ & MA
- Client Manager; U500 (Hybrid; Sunrise, FL)
- Large Chop Saw Operator - Aerospace/Manufacturing (5:00 AM - 1:30 PM) (City of Industry, CA)
- Housekeeper - DHA Clinic, NAS Kingsville TX
- Management CEH - DHA Clinic, NAS Kingsville TX
- QC Manager - DHA Clinic, NAS Kingsville TX