Business Relationship Manager II - Assistant Vice President

JPMorgan Chase • Milwaukee, WI • 19h ago

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

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

Similar Jobs

Retail Co-Store Manager

Ollie's Bargain Outlet • Mount Pleasant, WI • 17h ago

Retail & Hospitality

Description Join our team and live the Ollie-tude!: (Ollie's Core Values) BE A TEAM PLAYER- Associates are expected to be supportive and work together. BE CARING- How do I treat others with courtesy, dignity, and respect...

17h ago

Go to Apply

Cashier

Pilot Company • Franksville, WI • 1d ago

Retail & Hospitality

Company Description Pay Rates Starting between: $12.80 - $17.35 / hour Are you passionate about team building, customer service, and meeting new people? Pilot Company offers a dynamic environment where no two days are th...

1d ago

Go to Apply

SAP Finance - Tech Consulting - Oil & Gas - SAP Retail Fuel - Senior Manager

EY • Milwaukee, WI • 1d ago

Retail & Hospitality

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

1d ago

Go to Apply

Packer (General Labor) 1st shift Food Industry

ManpowerGroup • Jackson, WI • 1d ago

Retail & Hospitality

Our client, a leading organization in the food production industry, is seeking a Packer (General Labor) 1st shift Food Industry to join their team. As a Packer (General Labor) 1st shift Food Industry, you will be part of...

1d ago

Go to Apply

Housekeeper

Drury Hotels • Milwaukee, WI • 2d ago

Retail & Hospitality

Property Location:Drury Plaza Hotel - 700 N. Water Street , Milwaukee, Wisconsin 53202You belong at Drury Hotels.Getting a job is just the beginning. Finding a place where you belong is what truly matters. Who you are an...

2d ago

Go to Apply

Maintenance Technician I

Drury Hotels • Milwaukee, WI • 2d ago

Retail & Hospitality

2d ago

Go to Apply

Housekeeping Aid-Environmental Services Technician

Veterans Affairs, Veterans Health Administration • Milwaukee, WI • 2d ago

Retail & Hospitality

Summary This position is located within the Environmental Management Services Division of a VA Medical Center. This position is under the direct supervision of the Housekeeping Supervisor or designee. This position perfo...

2d ago

Go to Apply

Repair and Maintenance Electrical

REXNORD • Union Grove, WI • 3d ago

Retail & Hospitality

JOB REQUIREMENTS: Work Model: This is a fully onsite role, with work performed at your designated Regal Rexnord office. _\ \ \ \_\ \ Regal Rexnord Corporation (\"Regal Rexnord\") is a leading manufacturer of electric mot...

3d ago

Go to Apply

Room Attendant - Embassy Suites Brookfield Wisconsin.

Hotel Equities • Brookfield, WI • 3d ago

Retail & Hospitality

Brookfield, WI, US Salary Range: $16.00 To $16.50 Hourly Hotel Equities, a multi-award-winning hotel development and hospitality management company, is currently searching for a remarkable Room Attendant for the Embassy...

3d ago

Go to Apply

Banquet Cook III

THE PFISTER HOTEL • Milwaukee, WI • 3d ago

Retail & Hospitality

JOB REQUIREMENTS: Description Do you strive to set yourself apart by your gracious service and impeccable style? Are you passionate and energetic about delivering exceptional experiences to guests in the premier luxury h...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)