Business Relationship Manager I - Officer - English and Mandarin Languages Required
JPMorganChase · Arcadia, CA
- On site
- Full-time
- $95,000 / year
- Arcadia, CA
This role may have been filled. Drop your résumé and we'll check if it's still open — or find you similar roles.
Job highlights
- Manage 100-130 business clients ($1-5M revenue).
- Provide financial solutions, advice, and education.
- Build and retain client relationships for growth.
- Utilize financial knowledge for client solutions.
- Requires Mandarin and English language skills.
About the role
Business Relationship Manager I Mandarin English
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
- Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business 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
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
- 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 and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required Qualifications, Capabilities, And Skills
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
- General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
- Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
- Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
- Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
- English and Mandarin languages required
Preferred Qualifications, Capabilities, And Skills
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About Us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.
Key skills/competency
- Business Relationship Management
- Client Acquisition
- Portfolio Management
- Financial Advice
- Risk Management
- Cash Management
- Business Credit
- Client Relationship Building
- Mandarin Language Proficiency
- MS Office Proficiency
Skills & topics
- Business Relationship Manager
- Client Acquisition
- Portfolio Management
- Financial Advice
- Risk Management
- Cash Management
- Business Credit
- Client Relationship Building
- Mandarin
- English
- Business Banking
- Financial Services
- Sales
- Relationship Management
- JPMorgan Chase
How to get hired
- Tailor your resume: Highlight business banking, relationship management, and lending experience. Quantify achievements in client acquisition and portfolio growth.
- Showcase language skills: Emphasize your English and Mandarin proficiency and how it benefits client relationships.
- Demonstrate client focus: Use examples of providing financial advice and exceptional client experiences.
- Prepare for interviews: Be ready to discuss your approach to risk management, client needs assessment, and cross-selling opportunities.
- Network effectively: Leverage your existing business network and express interest in building new relationships within the community.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the primary focus of the Business Relationship Manager I role at JPMorgan Chase?
- The Business Relationship Manager I role at JPMorgan Chase focuses on acquiring, managing, and retaining a portfolio of business clients. You'll provide financial advice, solutions, and education to help clients improve their businesses, with a strong emphasis on client experience and risk management. Fluency in both English and Mandarin is required for this position.
- What kind of client portfolio will a Business Relationship Manager I manage at JPMorgan Chase?
- A Business Relationship Manager I will manage a portfolio of approximately 100-130 business clients. These clients typically have annual revenues ranging from $1 million to $5 million. The role involves managing business deposit and cash management solutions, as well as business credit opportunities up to $500,000.
- What are the key responsibilities of a Business Relationship Manager I at JPMorgan Chase regarding client interaction?
- Key responsibilities include delivering outstanding client experiences through tailored business banking solutions. This involves regularly conducting in-person calls with prospects, centers of influence, and existing clients at their businesses. The role also requires identifying personal financial goals of business clients and collaborating with internal partners like Chase Wealth Management and Home Lending to meet their broader financial needs.
- What qualifications are essential for the Business Relationship Manager I position at JPMorgan Chase?
- Essential qualifications include a minimum of 1 year of experience in Business Banking Relationship Management or related business lending. Strong communication skills, knowledge of business credit, core business products, and general business practices are vital. Proficiency in MS Office tools (Outlook, Excel, Word, PowerPoint) and fluency in both English and Mandarin are mandatory.
- Does JPMorgan Chase require a specific degree for the Business Relationship Manager I role?
- While a Bachelor’s degree in Finance or a related field, or equivalent work experience, is preferred, it is not strictly required for the Business Relationship Manager I position. The role also values general business experience and knowledge of business credit and practices.
- How does JPMorgan Chase handle potential conflicts of interest or risk in the Business Relationship Manager I role?
- The Business Relationship Manager I is expected to balance the needs of clients with the associated risks and interests of the firm. This involves recognizing issues, knowing when to escalate them, and adhering to sound risk management protocols and regulatory requirements. Demonstrating the ability to own problems on behalf of clients while ensuring firm interests are protected is key.