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 Banki…
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefelle…
Skills: Advanced Microsoft Excel, Financial Modeling, Financial Reporting, Accounting, Data Management
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefelle…
Skills: Financial Planning, Data Analysis, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Experience Researcher Vice President - Commerce Center
New York, New York, United States · On-site
$124k–$200k/yr
Senior$1.6B raised
Shape the future of global payments by turning complex client insights into strategies that drive meaningful product impact. As an Experience Research Vice President in the Corporate Investment Bank Payments Experience D…
Experience Research Vice President - Digital Banking
New York, New York, United States · On-site
$138k–$200k/yr
Senior$1.6B raised
Are you a strategic researcher who thrives at the intersection of human insight and business impact? At JPMorganChase, we're building the future of global payments — and the insights you uncover will directly shape the p…
Senior Software Engineer Dealpath is the AI-powered operating system for institutional real estate investing — purpose-built to help the world's leading firms capture more opportunities, make faster decisions, and execut…
Skills: Full Stack Engineering, AI-Assisted Development, Ruby, Flask, Node
Senior Associate, Strategy & Operations - Curinos One
New York, New York, United States · Hybrid
Mid level$26M raised
Company Information Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise in…
Skills: Management consulting, Strategic planning, Analytical modeling, Data analysis, Business development
Job Summary Through periods of volatility and uncertainty, market participants are always in need of independent, reliable, and accurate securities valuation services. With offices in New York, London, and Hong Kong, JPM…
Skills: Derivatives Pricing, Stochastic Calculus, Monte Carlo Simulation, Finite Difference Methods, Python
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expect…
Business Operations & Project Management – Sales Operations
New York, New York, United States · On-site
Mid level
Summary Join Aperia Solutions, a leader in SaaS solutions for the Payments and Compliance industries. Aperia is a Texas-based fintech and managed consultancy firm that creates custom SaaS applications and other software-…
Director - Emerging Markets Trader, HSBC Bank USA N.A., New York, NY: Manage a portfolio of interest rate derivatives in Latin American currencies, ensuring accurate pricing and effective hedging strategies. Execute inte…
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Commercial General Liability Specialist (primarily New York venues)
New Hartford, New York, United States · On-site
$75k–$110k/yr
Senior
The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" r…
Join Our Team! Walden Savings Bank is seeking a detail-oriented and customer-focused Loan Servicing Specialist to join our Loan Servicing team. If you enjoy working in a fast-paced environment, have strong organizational…
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At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Solution Architect, Professional Services - Supply Chain
New York, New York, United States · Remote OK
$132k–$179k/yr
Senior$300M raised
At Anaplan, we are a team of innovators focused on optimizing business decision-making through our leading AI-infused scenario planning and analysis platform so our customers can outpace their competition and the market.…
Fairstead is a purpose-driven real estate firm dedicated to building affordable communities across the country. Headquartered in New York, with offices in Colorado, Florida, and Washington DC, Fairstead owns and manages …
Equity Research Senior Associate - Building Products, Paper & Packaging
New York, New York, United States · On-site
$135k–$165k/yr
Mid level$15M raised
Jefferies Equity Research is seeking a senior research associate to join our Building Products and Paper & Packaging Team. The candidate will support a Senior Analyst and will be part of a team that conducts extensive in…
Skills: Financial modeling, Fundamental research, Communication skills, Finance, Accounting
About PCB Piezotronics, Inc. PCB manufactures sensors used by design engineers and predictive maintenance professionals to test and measure vibration, pressure, force, acoustics, load and shock for test, measurement, mon…
Associate Equity Research - Transportation, Logistics & Services
New York, New York, United States · On-site
$110k–$150k/yr
Entry level
Citizens' equity research department covers 400+ public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. Our senior research analysts are char…
Skills: Financial Modeling, Financial Analysis, Equity Research, Due Diligence, Excel
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$62k–$95k/yr
Full-time
bachelor degree
Health care coverage, On-site health and wellness centers, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support
Posted 12d ago
~40 hrs/week
Responsibilities
Manage a portfolio of 100-130 business clients by providing customized financial solutions, deposit services, and credit opportunities. Build long-term relationships through in-person calls and collaboration with internal partners to meet clients' personal and business financial goals.
Requirements
Requires at least one year of experience in business banking relationship management or related business lending. Candidates should possess strong knowledge of business credit, risk management, and proficiency in MS Office tools.
Full 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 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 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 $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
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
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.
Related keywords
Business BankingRelationship ManagementCreditRisk ManagementCash ManagementFinancial AdvicePortfolio ManagementBusiness DevelopmentMS OfficeOutlookExcelWordPowerPointFinancial ServicesSmall Business LoansRegulatory Requirements
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
How much do Finance & Accounting jobs in New York pay?
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