Business Relationship Manager II

Business Relationship Manager II - Assistant Vice President

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Job Description

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 II (BRM) in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You’ll 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.

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 $1.5 million.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs and circumstances.
• 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.
• Conduct regular in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process and review strategies with your manager, making adjustments as needed.
• Identify and pursue potential new business clients, cultivating long-term, primary banking relationships.
• Identify the personal financial goals and needs of business clients; collaborate with partners across lines of business to connect clients with specialists who can help meet their financial needs.
• Provide leadership by actively supporting your assigned branches and adhering to risk management protocols and regulatory requirements.

Qualifications

• Minimum of 3 years’ experience in a Business Banking Relationship Management role or related business lending experience.
• Knowledge of business credit, core business products and services, and general business practices.
• Strong communication skills and ability to build relationships with clients and internal partners.
• Ability to balance client needs with risks and recognize issues requiring escalation.
• Proficiency in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Preferred Qualifications

• Bachelor’s degree in Finance or related field or equivalent work experience.
• Strong current business network.

Additional Information

This position is subject to Section 19 of the Federal Deposit Insurance Act. Employment offers are contingent on review of criminal history.

We offer a competitive rewards package, including base salary, potential commissions, and benefits such as health coverage, retirement plans, and more.

JPMorgan Chase is an equal opportunity employer committed to diversity and inclusion.