JPMorgan Chase
Business Relationship Manager I - Officer
Plano, TX · Manager · Full-time · Posted Oct 26, 2026
- Experience
- Minimum of 1 year; Business Banking Relationship Management or related business lending experience.
- Education
- Bachelor’s degree in Finance or related field or equivalent work experience.
About the job
Manages a portfolio of business clients by developing relationships and providing tailored banking, credit, and financial advice while overseeing client experience and risk.
What you'll do
- Acquire, manage, and retain 70–90 business clients; provide deposit and cash management solutions and manage credit opportunities up to approximately $500,000.
- Develop new and existing client relationships through in-person calls and customized business banking advice, including referrals to specialists for personal financial needs.
- Support assigned branches and follow risk management protocols and regulatory requirements.
What they ask for
- At least 1 year of experience in Business Banking Relationship Management or related business lending.
- General business knowledge, including business credit, core business products and services, and how business needs vary by industry or market.
- Strong communication and relationship-building skills, with the ability to balance client needs and firm risk and determine when to escalate issues.
- Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint.
Nice to have
- Bachelor’s degree in Finance or related field or equivalent work experience.
- Strong current business network.
Tools
Outlook, Excel, Word, PowerPoint
Model-written summary · the original posting is authoritative