Talent.com
Business Relationship Manager II - Assistant Vice President

Business Relationship Manager II - Assistant Vice President

JPMorgan Chase Bank, N.A.Whittier, CA, United States
2 days ago
Job type
  • Full-time
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 be helping to 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.

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 $1.5 million
  • 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 3 years' 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. Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer / Disability / Veterans

    Base Pay / Salary

    City of Industry,CA $85,500.00 - $128,000.00 / year

    Create a job alert for this search

    Relationship Manager • Whittier, CA, United States

    Related jobs
    • Promoted
    • New!
    Side gig - Earn at least $620 in your first 64 trips with Uber, guaranteed.

    Side gig - Earn at least $620 in your first 64 trips with Uber, guaranteed.

    UberLytle Creek, CA, United States
    Full-time +1
    Earn at least $620 driving with Uber when you complete your first 64 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 8 hours ago
    • Promoted
    IT Business Relationship Manager II

    IT Business Relationship Manager II

    SchoolsFirst Federal Credit UnionTustin, CA, United States
    Full-time
    We're always looking for diverse, talented, service-oriented people to join our exceptional team.IT Business Relationship Manager II. The pay range for this position is listed below.Our pay ranges a...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Side gig : Earn at least $620 in your first 64 trips with Uber, guaranteed.

    Side gig : Earn at least $620 in your first 64 trips with Uber, guaranteed.

    UberPhelan, CA, United States
    Full-time +1
    Earn at least $620 driving with Uber when you complete your first 64 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 8 hours ago
    • Promoted
    • New!
    Commercial Relationship Manager IV

    Commercial Relationship Manager IV

    Fifth Third Bank, N.A.Newport Beach, CA, United States
    Full-time
    Make banking a Fifth Third better® We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Responsible for profitable bu...Show moreLast updated: 16 hours ago
    Relationship Manager

    Relationship Manager

    Financial Statement Services, IncSanta Ana, CA, US
    Full-time
    Quick Apply
    FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years.We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing ...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Commercial Relationship Manager

    VP, Commercial Relationship Manager

    BMO Financial GroupNewport Beach, CA, United States
    Part-time
    BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U. We are driven by a single purpose : to Boldly Grow the Good in business a...Show moreLast updated: 3 days ago
    • Promoted
    Business Relationship Manager

    Business Relationship Manager

    UnavailableIrvine, CA, United States
    Full-time
    Since 1973, East West Bank has served as a pathway to success.With over 110 locations across the U.Asia, we are the premier financial bridge between the East and West. Our teams of experienced, mult...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Drive With Uber : Earn At Least $620 For Your First 64 Trips, Guaranteed.

    Drive With Uber : Earn At Least $620 For Your First 64 Trips, Guaranteed.

    UberPhelan, CA, United States
    Full-time +1
    Earn at least $620 driving with Uber when you complete your first 64 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 8 hours ago
    • Promoted
    Clinical Psychologist (PsyD, PhD) - Mt Baldy, CA

    Clinical Psychologist (PsyD, PhD) - Mt Baldy, CA

    LifeStance HealthMount Baldy, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Mt Baldy, CA

    Licensed Mental Health Therapist (LMFT, LCSW, LPCC) - Mt Baldy, CA

    LifeStance HealthMount Baldy, CA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Earn At Least $620 For Your First 64 Trips, Guaranteed.

    Earn At Least $620 For Your First 64 Trips, Guaranteed.

    UberPhelan, CA, United States
    Full-time +1
    Earn at least $620 driving with Uber when you complete your first 64 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 8 hours ago
    • Promoted
    Business Relationship Manager Senior Deepening - Vice President

    Business Relationship Manager Senior Deepening - Vice President

    JPMorgan Chase Bank, N.A.Upland, CA, United States
    Full-time
    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manage...Show moreLast updated: 3 days ago
    • Promoted
    Driver

    Driver

    UberLytle Creek, CA, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 15 days ago
    • Promoted
    Uber - Sign Up to Drive and Earn

    Uber - Sign Up to Drive and Earn

    UberPhelan, CA, United States
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Choose your schedule - Earn At Least $620 For Your First 64 Trips, Guaranteed.

    Choose your schedule - Earn At Least $620 For Your First 64 Trips, Guaranteed.

    UberLytle Creek, CA, United States
    Full-time +1
    Earn at least $620 driving with Uber when you complete your first 64 trips in 30 days.Driving is an easy way to boost your income while maintaining the flexibility your schedule requires (gig, part...Show moreLast updated: 8 hours ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    BMO Financial GroupMission Viejo, CA, United States
    Part-time
    Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local c...Show moreLast updated: 3 days ago
    • Promoted
    Business Banking Relationship Manager (SB)

    Business Banking Relationship Manager (SB)

    Bank of AmericaArcadia, CA, United States
    Full-time
    Business Banking Relationship Manager (SB).Arcadia, California;West Covina, California.To proceed with your application, you must be at least 18 years of age. To proceed with your application, you m...Show moreLast updated: 3 days ago
    • Promoted
    Vice President - Asset Management

    Vice President - Asset Management

    Bridge HomesNewport Beach, CA, United States
    Full-time
    Vice President - Asset Management page is loaded## Vice President - Asset Managementlocations : Newport Beach, Californiatime type : Full timeposted on : Posted 3 Days Agojob requisition id : J...Show moreLast updated: 25 days ago