Business Relationship Manager I

JPMorganChaseAstoria, New York, USA

3 hours 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 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

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 : 71250 - 110000

Create a job alert for this search

Relationship Manager • Astoria, New York, USA