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Business Relationship Manager I Officer
Business Relationship Manager I OfficerJPMorganChase • Paso Robles, California, USA
Business Relationship Manager I Officer

Business Relationship Manager I Officer

JPMorganChase • Paso Robles, California, USA
4 days ago
Job type
  • Full-time
Job description

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 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 $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
  • 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 JPMorganChases review of criminal conviction history including pretrial diversions or program entries.

    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 : 68640 - 100000

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    Relationship Manager • Paso Robles, California, USA

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