Join the team providing financial solutions to over 3 million small businesses across the country at one of the world's most innovative banks.

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), you will be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. The BRM II manages a portfolio of business clients by building relationships and providing financial advice, with a focus on client experience and risk management. Business Banking is looking for a BRM II to develop new business and deepen existing relationships to position Chase as the primary bank for our clients.

Job Responsibilities

• Provide the best-in-client advice and service, and develop the relationship to ensure a seamless client experience throughout Chase
• Acquire, manage, and retain a portfolio of 70-90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage 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. Work within risk parameters that protect the bank. Partner with subject matter experts to enhance existing knowledge and ensure a positive client experience
• Regularly conduct in-person calls with prospects, centers of influence, and existing clients at their places of business
• Build and utilize referral networks and centers of influence to independently 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. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Consult with manager on strategies, making adjustments as needed

Required qualifications, capabilities, and skills

• 3 to 5 years of experience in a Business Banking Relationship Management role or related business lending experience
• General knowledge of core business products and services (including deposit and cash management), and understanding of credit products and credit application processes
• Strong communication skills with individuals at all levels, internally and externally, with the ability to build relationships with clients and internal partners, and influence others to achieve desired outcomes
• Ability to assess current client's needs and goals and recommend viable and appropriate solutions to them; balance client needs with associated risks and interests of the firm; maintain a balanced work approach to achieve business objectives
• Demonstrated ability to own problems on clients' behalf and follow through with commitments
• Understanding of general and sound business practices, financial and economic concepts, and how business needs vary by industry/market
• Ability to travel occasionally for key business meetings and training

Preferred qualifications, capabilities, and skills

• Bachelor's degree in Finance or related field, or equivalent work experience strongly preferred
• Strong current business network preferred
• Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary
Downey,CA $80,750.00 - $105,000.00 / year