Job Summary
This role involves overseeing and expanding a portfolio of 100 to 130 small-business clients by offering customized banking solutions, including deposits, cash management, and credit options. The individual will foster client relationships through active prospecting and face-to-face meetings, while also coordinating with internal specialists and adhering to risk management and regulatory standards.
Responsibilities
- Manage and develop a diverse portfolio of small-business clients.
- Provide tailored banking, deposit, cash management, and credit solutions.
- Build and maintain strong client relationships through direct engagement and meetings.
- Refer clients to internal specialists as needed to meet specific business needs.
- Ensure compliance with risk management protocols and regulatory requirements to protect the firm.
Qualifications
- A minimum of one year of experience in business banking relationship management or comparable business lending experience.
- Solid understanding of business credit, banking products, and general business operations.
- Excellent communication and relationship-building abilities.
- Strong skills in prioritization and risk assessment.
- Proficiency in Microsoft Office applications.
- A bachelor’s degree in finance or a related field is preferred, or equivalent professional experience may be considered.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
