Talent.com
Business Relationship Manager I - Officer
Business Relationship Manager I - OfficerJPMorgan Chase • Monterey, CA, US
Business Relationship Manager I - Officer

Business Relationship Manager I - Officer

JPMorgan Chase • Monterey, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Business 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 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
  • FEDERAL DEPOSIT INSURANCE ACT : This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

    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.

    [job_alerts.create_a_job]

    Relationship Manager • Monterey, CA, US

    [internal_linking.similar_jobs]
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Monterey, CA

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Monterey, CA

    AlliedTravelNetwork • Monterey, CA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with CompHealth to find a qualified Occupational Therapist (OT) in Monterey, California, 93940!. Though your CompHealth recruiter will be your single point of contact,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    OB Hospitalist | Monterey, CA | 150K Housing / Loan Assistance

    OB Hospitalist | Monterey, CA | 150K Housing / Loan Assistance

    Jackson Physician Search • Monterey, US
    [job_card.full_time]
    Located in the coastal oasis of Monterey, CA, a thriving 250-bed hospital is seeking to hire a BE / BC OBGYN to join their growing OB Hospitalist / Laborist team. Whether you are looking to relax on the...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    Field Sales Representative

    Field Sales Representative

    AT&T • Holy, CA, US
    [job_card.full_time]
    Job Description : Join an elite group of sales professionals bringing customized, white glove experiences directly in the customer’s home. Field Sales Representatives at AT&T are driven to connect – ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Travel Occupational Therapist

    Travel Occupational Therapist

    CompHealth Inc. • Monterey, CA, US
    [job_card.permanent]
    Occupational Therapist for a travel job in Monterey, California.Job Description & Requirements.CompHealth services are always free to you. Let us do the heavy lifting and handle the headache of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Sales Representative (50k-90k per year)

    Remote Sales Representative (50k-90k per year)

    Professional Careers • Santa Cruz, California
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are ready to schedule ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Deposit Sales Relationship Manager

    Deposit Sales Relationship Manager

    MRINetwork Jobs • Monterey, CA, US
    [job_card.full_time]
    Immediate opening for Deposit Sales / Relationship Manager with a very successful regional financial institution.Focus is to generate core deposits and establish deposit management relationships.Very...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $2,580 per week in Monterey, CA

    Travel Occupational Therapist (OT) - $2,580 per week in Monterey, CA

    AlliedTravelNetwork • Monterey, CA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Core Medical Group to find a qualified Occupational Therapist (OT) in Monterey, California, 93940!. OT needed for a location in Monterrey, CA.CoreMedical Group ha...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $2,076 to $2,275 per week in Monterey, CA

    Travel Occupational Therapist (OT) - $2,076 to $2,275 per week in Monterey, CA

    AMN Healthcare Allied • MONTEREY, CA, US
    [job_card.full_time]
    Job Description & Requirements.Occupational Therapist - Skilled - (OT) .StartDate : 1 / 12 / 2026 Available Shifts : 8 D Pay Rate : $2076. Reputable SNF is looking for a highly motivated and energeti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (LTC / SNF)

    Travel Occupational Therapist (LTC / SNF)

    Core Medical Group • Monterey, CA, US
    [job_card.permanent] +1
    Core Medical Group is seeking a travel Skilled Nursing Facility (SNF) Occupational Therapist for a travel job in Monterey, California. Job Description & Requirements.OT needed for a location in ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Monterey, CA

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Monterey, CA

    AlliedTravelCareers • Monterey, CA, US
    [job_card.full_time]
    AlliedTravelCareers is working with CompHealth to find a qualified Occupational Therapist (OT) in Monterey, California, 93940!. Though your CompHealth recruiter will be your single point of contact,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border Protection • Monterey, California, US
    [job_card.full_time] +1
    Customs and Border Protection Officer (CBPO).A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.Customs an...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Manager - AI Trainer ($150 per hour)

    Remote Financial Manager - AI Trainer ($150 per hour)

    Mercor • Santa Cruz, California, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $2,580 per week in Monterey, CA

    Travel Occupational Therapist (OT) - $2,580 per week in Monterey, CA

    Core Medical Group • Monterey, CA, US
    [job_card.full_time]
    OT needed for a location in Monterrey, CA.CoreMedical Group has hundreds of exciting and rewarding travel assignments throughout the country for Travel Allied Professionals and Travel Nurses.Plus, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $2,720 per week in Pacific Grove, CA

    Travel Occupational Therapist (OT) - $2,720 per week in Pacific Grove, CA

    Medical Solutions • Pacific Grove, CA, US
    [job_card.full_time]
    A facility in Pacific Grove, CA is seeking its next amazing OT (Occupational Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand n...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Outside Sales Representative

    Outside Sales Representative

    CMA Gift & Home • Santa Cruz, CA, US
    [job_card.full_time]
    CMA is hiring an additional sales representative based in or around the Santa Cruz area.We are looking for sales driven individuals for a road sales position for our. This is a great entry level pos...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Sales Manager / Field Sales Representative

    Sales Manager / Field Sales Representative

    Mr. Rooter of Watsonville • Monterey, CA, US
    [job_card.full_time]
    Rooter Plumbing of Monterey is a family-owned and locally operated plumbing company with over 30 years of trusted service in the community. We pride ourselves on professionalism, honesty, and except...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Police Officer - New Recruit (Entry Level)

    Police Officer - New Recruit (Entry Level)

    City and County of San Francisco • Carmel-by-the-Sea, CA, United States
    [job_card.full_time] +1
    Police Officer — New Recruit (Entry-Level).San Francisco Police Department (Q002) | .Full-time, Permanent Civil Service.Comprehensive City & County benefits. Protect life and property through proac...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Monterey, CA

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Monterey, CA

    CompHealth • Monterey, CA, US
    [job_card.full_time]
    Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of specialized teams, giving them the ability to focus on the details that matter to you.That means ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]