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Business Relationship Manager I Officer
Business Relationship Manager I OfficerJPMorganChase • Roseville, California, USA
Business Relationship Manager I Officer

Business Relationship Manager I Officer

JPMorganChase • Roseville, California, USA
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Description

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 youll 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 $500000
  • 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 qualificationscapabilities 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 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 qualificationscapabilities and skills

  • Bachelors degree in Finance or related field or equivalent work experience
  • Strong current business network
  • Required Experience :

    Manager

    Key Skills

    Business Intelligence,Children Activity,Business Analysis,Corporate Sales,ABB,Corporate Development

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Monthly Salary Salary : 66500 - 100000

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    Relationship Manager • Roseville, California, USA

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