Talent.com
Business Relationship Manager I - Officer
Business Relationship Manager I - OfficerJPMorgan Chase • Monterey, CA, US
Business Relationship Manager I - Officer

Business Relationship Manager I - Officer

JPMorgan Chase • Monterey, CA, US
30+ days ago
Job type
  • Full-time
Job description

Business Relationship Manager

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 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

  • Bachelor's degree in Finance or related field or equivalent work experience
  • Strong current business network
  • FEDERAL DEPOSIT INSURANCE ACT : This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

    Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and / or discretionary incentive compensation, paid in the form of cash and / or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

    Create a job alert for this search

    Relationship Manager • Monterey, CA, US

    Related jobs
    Business Service Officer

    Business Service Officer

    Morgan Stanley • Scotts Valley, California, USA
    Full-time
    Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will r...Show more
    Last updated: 19 days ago • Promoted
    General Manager

    General Manager

    Transdev • Monterey, CA, US
    Full-time
    General Manager Currently in Seaside, CA, relocating to a new facility in Salinas, CA, in September 2025.The General Manager will proactively manage overall operations, including the delivery of sa...Show more
    Last updated: 30+ days ago • Promoted
    Business Relationship Manager I - Officer

    Business Relationship Manager I - Officer

    Chase • Monterey, CA, US
    Full-time
    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 (...Show more
    Last updated: 30+ days ago • Promoted
    Branch Manager - Monterey Bay Market - Santa Cruz, CA

    Branch Manager - Monterey Bay Market - Santa Cruz, CA

    JPMorgan Chase • Capitola, CA, US
    Full-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show more
    Last updated: 4 hours ago • Promoted • New!
    Digital Marketing Manager

    Digital Marketing Manager

    Pebble Beach • Pebble Beach, CA, United States
    Full-time
    Pebble Beach Company is seeking a savvy Digital Marketing Manager with a background in website management, email marketing, front-end development, and digital design. This role will support the Asso...Show more
    Last updated: 3 days ago • Promoted
    Director of Strategic Partnerships

    Director of Strategic Partnerships

    Monterey Bay Aquarium • Monterey, California, USA
    Full-time
    This role is being recruited by a third party agency Koya.To be considered for this role.Applications submitted to the Monterey Bay Aquarium website will not be considered.With a mission to inspire...Show more
    Last updated: 22 days ago • Promoted
    Visionary CEO : Ocean Conservation & Impact Leader

    Visionary CEO : Ocean Conservation & Impact Leader

    Monterey Bay Aquarium • Monterey, CA, United States
    Full-time
    A leading ocean conservation organization in Monterey, California, seeks a Chief Executive Officer to guide its mission and strategic direction. The ideal candidate will possess deep expertise in oc...Show more
    Last updated: 4 days ago • Promoted
    Part Time Associate Banker Monterey Bay Salinas (30 hours)

    Part Time Associate Banker Monterey Bay Salinas (30 hours)

    Chase • Monterey, CA, US
    Part-time
    Show more
    Last updated: 30+ days ago • Promoted
    Wealth Management Advisor - Monterey, California

    Wealth Management Advisor - Monterey, California

    U.S. Bank • Carmel-by-the-Sea, CA, United States
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show more
    Last updated: 25 days ago • Promoted
    Chief Executive Officer

    Chief Executive Officer

    Monterey Bay Aquarium • Monterey, CA, United States
    Full-time
    Russell Reynolds Associates has been exclusively engaged to lead this search.Given the need for confidentiality throughout this process, prospective candidates are invited to reach out directly to ...Show more
    Last updated: 7 days ago • Promoted
    Manager of Social Media and Digital Engagement

    Manager of Social Media and Digital Engagement

    University of California - Santa Cruz • Santa Cruz, CA, United States
    Full-time +1
    While this is a remote / hybrid position, candidates must reside in California.For full consideration, applicants should attach their resume and cover letter when applying for a job opening.For guida...Show more
    Last updated: 30+ days ago • Promoted
    Sales Representative San Luis Obispo, CA Emergency Care (FireEMS)

    Sales Representative San Luis Obispo, CA Emergency Care (FireEMS)

    Stryker • Monterey, California, USA
    Full-time
    As a Sales Representative at Stryker you will be at the forefront of promoting and selling our Emergency Care products with a focus on Fire Emergency Medical Services solutions to pre-hospital prov...Show more
    Last updated: 1 day ago • Promoted
    Branch Operations Lead - Monterey Bay Market - Aptos, CA

    Branch Operations Lead - Monterey Bay Market - Aptos, CA

    Chase • Aptos, CA, US
    Full-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show more
    Last updated: 20 days ago • Promoted
    Regional Manager - South Bay Portfolio

    Regional Manager - South Bay Portfolio

    The John Stewart Company • Scotts Valley, CA, US
    Full-time
    Under the direction of the Regional Director or Vice President, the Regional Manager is responsible for supervising the daily operations of a portfolio of communities managed by JSCo.The Regional M...Show more
    Last updated: 30+ days ago • Promoted
    Branch Manager - Monterey Bay Market - Santa Cruz, CA

    Branch Manager - Monterey Bay Market - Santa Cruz, CA

    Chase • Santa Cruz, CA, US
    Full-time
    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right t...Show more
    Last updated: 10 days ago • Promoted
    Campaign Fundraising Manager - Visionaries of the Year - Monterey Bay, CA

    Campaign Fundraising Manager - Visionaries of the Year - Monterey Bay, CA

    Leukemia and Lymphoma Society • Monterey, CA, United States
    Full-time
    How many people can answer the question, "What do you do for a living?" with the answer, ".At Blood Cancer United, employees take our mission seriously. Whether you work in one of our regions, are a...Show more
    Last updated: 9 days ago • Promoted
    Field Sales Representative

    Field Sales Representative

    AT&T • Mt Hermon, CA, United States
    Full-time
    Job Description : $3,000 Sign on Bonus! Payment is in 3 increments ($1000 after 90 days, $1000 after 6 months and $1,000 after 12 months) Must be hired for a San Jose, CA location.Sign on bonus not ...Show more
    Last updated: 30+ days ago • Promoted
    Bank Manager

    Bank Manager

    California Staffing • Santa Cruz, CA, US
    Full-time
    The Bank Manager is responsible for the overall leadership, management, and success of a Retail Banking Center(s).This is accomplished by ensuring banker readiness of all Relationship Bankers, cond...Show more
    Last updated: 5 days ago • Promoted