Business Relationship Manager I - Officer

Location: Dallas, TX, United States

Job Family: Relationship Manager

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a commitment to innovation and client success. As a Business Relationship Manager I - Officer in our Commercial Banking division, you will play a pivotal role in supporting over 3 million small businesses across the United States. Based in Dallas, TX, this position offers the opportunity to leverage your expertise in financial solutions to help entrepreneurs thrive in a dynamic market. You will join a collaborative team environment where cutting-edge technology and personalized service converge to deliver unparalleled value to small business owners, from startups to established enterprises seeking growth capital and advisory support. In this officer-level role, your primary focus will be building and nurturing long-term relationships with small business clients, understanding their unique financial needs, and recommending customized products such as term loans, lines of credit, deposit accounts, and payment processing solutions. You will conduct thorough financial assessments, identify growth opportunities, and collaborate with cross-functional teams to ensure seamless execution of client strategies. Success in this position requires a proactive approach to portfolio management, where you will drive revenue through targeted sales initiatives while maintaining the highest standards of risk management and regulatory compliance in line with JP Morgan Chase's rigorous protocols. We value professionals who are passionate about the small business ecosystem and bring a blend of analytical acumen and interpersonal finesse to the table. This role not only offers exposure to diverse industries within the Dallas business community but also provides avenues for career advancement within one of the world's most respected financial institutions. If you are ready to contribute to JP Morgan Chase's legacy of empowering businesses and fostering economic growth, apply today to become part of our innovative team.

Key Responsibilities

• Manage a portfolio of small business clients, providing tailored financial solutions to support their growth and operational needs
• Develop and maintain strong relationships with over 3 million small businesses nationwide, acting as their primary point of contact at JP Morgan Chase
• Identify opportunities to cross-sell products such as business loans, merchant services, and cash management solutions
• Conduct financial analysis and credit assessments to recommend appropriate lending and advisory services
• Collaborate with internal teams including credit risk, product specialists, and branch operations to deliver seamless client experiences
• Drive revenue growth by achieving sales targets and expanding client wallet share in the Dallas market
• Monitor market trends and regulatory changes to advise clients on financial strategies
• Participate in community outreach and networking events to attract new small business clients
• Ensure compliance with all JP Morgan Chase policies and federal banking regulations
• Prepare reports on portfolio performance and client feedback to senior management

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3 years of experience in commercial banking, relationship management, or small business lending
• Proven track record in managing client portfolios and driving revenue growth in financial services
• Strong understanding of small business financial products including loans, credit lines, and treasury services
• Excellent communication and negotiation skills with the ability to build long-term client relationships
• Proficiency in financial analysis and risk assessment methodologies
• Ability to work in a fast-paced environment and meet sales targets

Preferred Qualifications

• MBA or advanced degree in Finance
• Experience with JP Morgan Chase's commercial banking platforms or similar systems
• Bilingual proficiency, particularly in Spanish, given the diverse small business landscape in Dallas
• Previous success in cross-selling financial solutions to small businesses
• Knowledge of regulatory compliance in the U.S. banking sector, including FDIC guidelines

Required Skills

• Financial modeling and analysis
• Client relationship management
• Sales and negotiation techniques
• Credit risk evaluation
• Knowledge of banking regulations
• Proficiency in Microsoft Office Suite and CRM software
• Data-driven decision making
• Problem-solving and critical thinking
• Time management and prioritization
• Team collaboration and leadership
• Market research and trend analysis
• Customer service orientation
• Adaptability to changing financial landscapes
• Presentation and public speaking
• Ethical judgment in financial advising

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off including vacation, sick days, and parental leave
• Professional development opportunities through JP Morgan's internal training programs
• Employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options for work-life balance

JP Morgan Chase is an equal opportunity employer.