Military Pathways – Business Relationship Manager I – Officer
| Company | JP Morgan Chase |
|---|---|
| Location | Kent, WA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Enlisted/Junior Officer background with minimum of 4 years of Military experience
- Up to 7 years of separation from military service
Responsibilities
- Build, manage, and retain a portfolio of 100 -115 business clients after an initial training phase, with annual revenue of $1 – $5 million for your assigned branches; provide deposit and cash management solutions and manage 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. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
- Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase. Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
- 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
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed
Preferred Qualifications
- Bachelor’s degree or equivalent work experience
- General business knowledge and understanding of core business products and services
- Strong communication skills with individuals at all levels, internally and externally. Ability to build relationships with clients and internal partners
- Ability to travel occasionally for key business meetings and training