Business Relationship Manager

4 weeks ago

Madison, United States JPMorganChase Full time

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, 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 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 $500,000
  • 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
  • Bachelor’s degree in Finance or related field or equivalent work experience
  • Strong current business network
About Us

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.

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

  • Relationship Manager

    2 weeks ago

    Madison, Wisconsin, United States Disability Solutions Full time

    If you're passionate about building long-term relationships with customers and helping them achieve their financial goals, we want to hear from you!About the JobAs a Relationship Manager at Associated Bank, you will play a critical role in developing and maintaining strong relationships with existing customers and prospects. Your primary responsibility will...

  • Senior Relationship Manager

    23 hours ago

    Madison, United States Wintrust Financial Full time

    JOB REQUIREMENTS: Senior Relationship Manager, Market President - 241138 DESCRIPTION/RESPONSIBILITIES: The Senior Relationship Manager, Market President is responsible for managing and growing a portfolio of commercial banking customers, expanding existing customer relationships, and developing new business through referral sources and cold calling efforts....

  • Regional Relationship Manager

    2 weeks ago

    Madison, Wisconsin, United States Disability Solutions Full time

    About the RoleAs a Regional Relationship Manager at Associated Bank, you will be responsible for managing a portfolio of commercial banking clients and developing new business opportunities. This is an excellent opportunity to grow your career in commercial banking and make a meaningful impact on our customers' businesses.SalaryThe estimated salary for this...

  • Account Relationship Manager

    3 weeks ago

    Madison, Mississippi, United States State Farm Insurance Full time

    Account Relationship ManagerWe are seeking a results-driven and customer-focused professional to manage customer relationships and drive business growth at State Farm Insurance.About the RoleThis is a full-time position responsible for building and maintaining strong customer relationships, processing policy changes, handling inquiries, and collaborating...

  • Banking Relationship Manager

    6 hours ago

    Madison, Mississippi, United States Renasant Bank Full time

    Job DescriptionWe are seeking a highly motivated and experienced Banking Relationship Manager to join our team. As a key member of our branch, you will be responsible for building strong relationships with customers, understanding their financial needs, and providing tailored solutions to meet those needs.In this role, you will have the opportunity to work...

  • Banking Relationship Manager

    3 weeks ago

    Madison, Wisconsin, United States Johnson Financial Group LLC Full time

    About Johnson Financial Group LLCAs Wisconsin's largest family-owned, privately held financial institution, we're committed to delivering exceptional personal service to our clients. Our mission is to make a positive impact on the lives of our clients through personalized financial solutions.Job Description:As a Banking Relationship Manager, you'll be...

  • Senior Insurance Relationship Manager

    3 weeks ago

    Madison, Wisconsin, United States First MainStreet Insurance, L.C. Full time

    **Job Overview:**First MainStreet Insurance, L.C. is seeking a highly skilled Senior Insurance Relationship Manager to join our team. In this role, you will be responsible for maintaining strong relationships with our valued clients and ensuring their satisfaction with our insurance services.**Key Responsibilities:**We are offering a competitive salary of...

  • Business Development Manager

    2 weeks ago

    Madison, Wisconsin, United States Disability Solutions Full time

    Job OverviewWe are seeking a skilled Business Development Manager to join our team at Disability Solutions. As a Sales and Account Management Lead, you will play a key role in driving revenue growth and expanding our client base.About the RoleThis is an exciting opportunity for a seasoned sales professional to leverage their expertise and build strong...

  • Senior Relationship Manager, Market President

    5 days ago

    Madison, United States Wintrust Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its "Different Approach, Better Results" philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Corporate Account Manager

    2 weeks ago

    Madison, Wisconsin, United States CORPORATE BUSINESS SYSTEMS LLC Full time

    Job Title:Corporate Account ManagerJob Overview:We are looking for a Corporate Account Manager to drive business growth and revenue through prospecting, selling, and relationship-building with existing and new clients. The estimated salary for this position is $65,000 - $85,000 per year.Key Responsibilities:Bulletin new business opportunities and identify...

  • Business Development Manager

    3 weeks ago

    Madison, Wisconsin, United States Limitless Financial Full time

    Job OverviewWe are seeking an ambitious and results-driven Business Development Manager to join our team at Limitless Financial. This exciting opportunity is perfect for a sales professional who is eager to develop their skills, expand their network, and advance their career.The ideal candidate will have a proven track record of success in...

  • Senior Relationship Manager, Market President

    2 months ago

    Madison, United States Wintrust Financial Full time

    Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more...

  • Business Analyst

    2 days ago

    Madison, United States Performix Business Services LLC Full time

    Job Description Job Description: • Remote position 5 days a week. Candidate MUST be a WI resident. No relocation allowed • Under the general direction of the Business Office Manager, Bureau of Information Technology Services (BITS), Division of Enterprise Services (DES), this individual functions as the subject matter expert on information technology...

  • Client Relationship Manager

    2 weeks ago

    Madison, Wisconsin, United States The Evoke Agency Full time

    About the RoleWe are seeking a highly skilled Client Relationship Manager to join our team at The Evoke Agency. As a key member of our team, you will be responsible for managing client relationships and ensuring their needs are met.Responsibilities:Develop and execute comprehensive client engagement strategies to drive client satisfaction and...

  • Enterprise Business Development Representative

    3 weeks ago

    Madison, Wisconsin, United States CORPORATE BUSINESS SYSTEMS LLC Full time

    Job Title:Enterprise Business Development RepresentativeJob Summary:CORPORATE BUSINESS SYSTEMS LLC is hiring an Enterprise Business Development Representative to identify and pursue high-value business opportunities. The estimated salary for this position is $70,000 - $90,000 per year.Main Responsibilities:Demonstrate solutions to key decision-makers and...

  • Senior Relationship Manager, Financial Institution Collaborations

    2 weeks ago

    Madison, Wisconsin, United States CUNA Mutual Full time

    We're seeking an experienced Senior Business Relationship Manager to join our team. As a member of the Members Development Company (MDC), you will play a key role in building and maintaining strong relationships with our credit union owners and partners. Your primary responsibility will be to develop and execute a comprehensive strategy to analyze customer...

  • Business Development Manager

    2 weeks ago

    Madison, Wisconsin, United States The Avers Agency Full time

    About the RoleThis Business Development Manager position at The Avers Agency offers a unique opportunity for career growth and development. As a key member of our team, you will be responsible for driving new business and building relationships with local companies.We are looking for someone who is goal-oriented, able to work independently, and has excellent...

  • Senior Relationship Manager

    3 days ago

    Madison, United States BAKER TILLY ADVISORY GROUP, LP. Full time

    JOB REQUIREMENTS: Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world\'s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP...

  • Business Development Manager

    4 hours ago

    Madison, Wisconsin, United States US Foods Full time

    We are seeking a highly motivated and experienced Business Development Manager to join our team at US Foods. In this role, you will be responsible for sourcing and developing profitable new business that can be transitioned to a Territory Manager.The ideal candidate will have a minimum of 3 years sales experience, with a proven track record of opening...

  • Business Development Manager

    3 days ago

    Madison, United States EmployBridge, LLC Full time

    Business Development Manager (Outside Sales) - Madison, ALIf you are seeking a career with a base salary PLUS commission earning potential, you can have it all at Employbridge….where your career and passion come together!Your Role & Responsibilities:Attracts new and maintains existing customer relationships via phone, social media, face-to-face meetings,...