Business Relationship Manager I- Officer
22 minutes ago
Business Relationship ManagerIf 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 ResponsibilitiesAcquire, 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 $500,000Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businessesUse 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 portfolioRegularly 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 neededIdentify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationshipsIdentify 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 needsProvide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirementsRequired qualifications, capabilities, and skillsMinimum of 1 year experience in a Business Banking Relationship Management role or related business lending experienceGeneral 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/marketStrong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partnersBalance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independentlyDetermine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitmentHighly proficient in MS Office tools including Outlook, Excel, Word, and PowerPointPreferred qualifications, capabilities, and skillsBachelor's degree in Finance or related field or equivalent work experienceStrong current business networkChase 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.
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Business Relationship Manager I- Officer
7 hours ago
Medford, United States JPMorganChase Full timeBusiness Relationship Manager I- Officer Join to apply for the Business Relationship Manager I- Officer role at JPMorganChase 1 week ago Be among the first 25 applicants Job Description 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...
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Business Relationship Manager I- Officer
4 hours ago
Medford, United States Chase Full timeBusiness Relationship Manager 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...
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Medford, United States JPMorganChase Full timeA leading financial services firm is seeking a Business Relationship Manager I to enhance client experiences through tailored financial solutions in Medford, Oregon. In this role, you will manage a portfolio of business clients, deliver comprehensive banking solutions, and leverage your strong communication and relationship-building skills to foster growth....
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