Military Pathways - Business Relationship Manager I - Officer

Aumni

Aumni

Customer Service
Danbury, CT, USA
Posted on Jul 18, 2024

Job Description

The JPMorganChase Military Pathways Direct-Hire Program is a selective program that connects veteran talent to essential roles at JPMC and provides candidates the training, support and exposure they need to grow into future leaders across our most demanding businesses. Military Veterans have a unique set of experiences and leadership abilities that are greatly valued in our organization.

Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer

  • Induction training and acclimation support in your first month on the job
  • 12-months of program support, coaching and career development
  • Networking opportunities with your Pathways colleagues
  • Exposure to senior members
  • Professional skills training throughout the year

To ensure continuous development throughout the program, each candidate will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm.

Job Responsibilities

  • After initial training phase, build, manage, and retain a portfolio of 70 – 90 business clients 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

Required qualifications, capabilities, and skills

  • Enlisted/Junior Officer background with minimum of 4 years of Military experience
  • Maximum of 7 years of separation from military service

Preferred qualifications, capabilities, and skills

  • 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