Business Relationship Manager II – Business Banking – Assistant Vice President

Company:  JP Morgan Chase

Industry:- Private

Employment Type:-  Full-time

Work Hours:-  8 Hours

Locations:- USA

Full Job Description:

Join the team providing financial solutions to over 3 million small businesses across the country at one of the world’s most innovative banks.

You are customer-focused and 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), you will 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 business clients by building relationships and providing financial advice with a focus on client experience and risk management. Business Banking is looking for a BRM II to develop new business and deepen existing relationships to position Chase as the primary bank for our clients.

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 $1.5 million
  • 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 the 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

Other Jobs You May Be Interested In

  • 3 to 5 years of 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 an 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
  • Ability to balance the needs of clients with associated risks and interests of the firm recognize an issue or problem and determine when to escalate or handle independently
  • Ability to determine and balance priorities daily 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

  • A bachelor’s degree in Finance or a related field or equivalent work experience is strongly preferred
  • Strong current business network

Business Relationship Manager II – Business Banking – Assistant Vice President