Business Relationship Manager II- Assistant Vice President
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Job Location:
Monthly Salary:
Posted on:
29-08-2025
Vacancies:
1 Vacancy
Job Summary
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 youll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions education and advice. Youll 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
- Bachelors degree in Finance or related field or equivalent work experience
- Strong current business network
Required Experience:
Chief
Key Skills
- Presentation Skills
- Risk Management
- Financial Services
- IFRS
- Banking
- Pricing
- Analysis Skills
- Securities Law
- Investment Banking
- Relationship Management
- Strategic Planning
- Leadership Experience
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
