<Back to Search
Business Relationship Manager I - Officer
San Carlos, CAMarch 31st, 2026
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 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
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.
Showing all 114,330 matching similar jobs
- Region Chief Financial Officer
- Business Manager
- Tax Senior Manager - Private Equity Portfolio Companies
- Business Manager
- Treasury Management Officer - Innovation Economy - Executive Director
- Director FP&A Corporate Functions - Chicago, IL
- Cash Management Solutions Officer
- J.P. Morgan Wealth Management - Market Director of Wealth - Mineola, NY
- J.P. Morgan Wealth Management - Vice President, Business Development Consultant - Arlington Heights, IL
- Area Credit Manager
- Senior Vice President of Finance - Real Estate / Corporate
- Director Professional Liability
- Director - Tax Planning and Controversy
- Finance & Business Management, Vice President
- Director of FP&A
- Firmwide Finance Business Architecture - Product Owner - Vice President
- Chief Operating Officer - Hattiesburg, MS
- Chief Lending Officer
- Area Credit Manager
- Underwriting Director
- Managing Director, Group Manager - Pacific Rim Division
- Product Manager - Commercial and Specialized Lending - Vice President
- Chief Executive Officer
- Strategic Finance Business Manager - Vice President
- U.S. Private Bank - Private Banker - Vice President or Executive Director
- Chief Executive Officer (CEO) - Portfolio Company
- Chief Operational Officer - (Chief School Business Official)
- Head of Tax
- J.P. Morgan Wealth Management - Market Director of Wealth - New York, NY (Manhattan)
- Treasury Management Sales Officer
- Senior Manager/Deputy Head, FP&A
- Managing Director, Wealth Management Regional Leadership - Market
- Letter of Credit Product Advisory - Vice President
- Director Professional Liability
- Finance & Business Management - Vice President
- City Manager - Giddings, TX
- Travel Surgical Acute Registered Nurse - $1,984 per week
- Regional Finance Leader-Greater North East
- U.S. Private Bank - Private Banker - Vice President or Executive Director
- J.P. Morgan Wealth Management - Market Director of Wealth - Akron/Dover/Ashland/Wooster/Canton/Mansfield - Ohio