Business Relationship Manager I Officer

Location: Great Neck, NY, United States

Job Family: Relationship Manager

About the Role

At JPMorgan 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 nationwide by delivering comprehensive financial solutions. Based in Great Neck, NY, this position offers the opportunity to join a dynamic team at one of the world's most respected banks, where you will foster meaningful relationships and drive growth in a vibrant local market. Your expertise will help small business owners navigate financing options, from working capital loans to cash management services, all while leveraging JPMorgan Chase's cutting-edge technology and resources. In this officer-level role, you will manage a dedicated portfolio of small business clients, conducting in-depth financial assessments to recommend personalized solutions that align with their operational goals. You will collaborate closely with cross-functional teams to ensure compliance with banking regulations and deliver exceptional service that builds loyalty and expands our market share. Responsibilities include proactive outreach, identifying cross-sell opportunities for products like merchant services and investment advisory, and contributing to the bank's community initiatives in the New York area. This position demands a blend of analytical prowess and interpersonal finesse to thrive in a competitive financial landscape. JPMorgan Chase values professional growth and offers robust support for your career development, including access to industry-leading training and mentorship programs. Joining our team means becoming part of a culture that prioritizes innovation, diversity, and inclusion, with opportunities to impact small businesses that are the backbone of the U.S. economy. If you are passionate about financial services and eager to make a difference, this role provides a platform to excel and advance within a prestigious institution.

Key Responsibilities

• Manage a portfolio of small business clients in the Great Neck, NY area, providing tailored financial solutions including loans, lines of credit, and treasury services
• Build and maintain strong relationships with business owners to understand their needs and deliver customized banking products from JPMorgan Chase
• Conduct financial analysis and credit assessments to recommend appropriate financing options and mitigate risks
• Drive business development by identifying new opportunities, cross-selling services, and achieving sales targets
• Collaborate with internal teams such as credit, product specialists, and compliance to ensure seamless client experiences
• Monitor client accounts for performance, proactively addressing issues and opportunities for growth
• Stay abreast of industry trends, regulatory changes, and competitive landscape to advise clients effectively
• Prepare reports on portfolio performance, client feedback, and revenue metrics for senior management
• Participate in community outreach and networking events to enhance JPMorgan Chase's presence among small businesses

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 financial services
• Proven track record in managing client portfolios and driving revenue growth in small business lending
• Strong understanding of credit analysis, risk assessment, and regulatory compliance in the financial industry
• Excellent communication and interpersonal skills with the ability to build long-term client relationships
• Proficiency in financial modeling and analysis tools relevant to small business financing
• Ability to work independently and collaboratively in a fast-paced banking environment

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working with small businesses in the Northeast region, particularly in New York
• Certification such as CFA or Certified Banker's Trust
• Bilingual proficiency in English and another language spoken in diverse communities
• Prior experience with JPMorgan Chase systems and processes

Required Skills

• Financial analysis and credit underwriting
• Client relationship management
• Sales and business development
• Risk assessment and compliance knowledge
• Proficiency in Microsoft Office Suite and banking software
• Strong verbal and written communication
• Negotiation and problem-solving
• Time management and organizational skills
• Analytical thinking and data interpretation
• Customer service orientation
• Adaptability to regulatory changes
• Team collaboration
• Knowledge of small business lending products
• Strategic planning
• Digital banking tools proficiency

Benefits

• Competitive base salary with performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.