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.
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