2024 Business Relationship Manager Trainee Program - Full Time Analyst Opportunity

2024 BUSINESS RELATIONSHIP MANAGER TRAINEE PROGRAM - FULL-TIME ANALYST OPPORTUNITY

 

At JP Morgan Chase, we have an obsession for helping our clients, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Our Business Banking segment serves the banking needs of businesses with $1 million to $20 million in revenue. 

What to Expect

As a Business Relationship Manager Trainee, you can explore your potential through hands-on experience in a professional environment. In this program, you will have the opportunity to develop skills and knowledge related to financial acumen, Chase and Business Banking culture, relationship management and professional skills through a variety of educational and experiential activities. This is an excellent opportunity to begin exploring your career goals, in addition to growing your skills in Business Banking. The goal of the program is to move Trainees into a Business Relationship Manager (BRM) role. Our BRMs work directly with business owners in local communities, helping them manage cash flow today and secure the financing they need to grow tomorrow. 

 

 Principal Program Responsibilities:

• Phase 1 – Immersion and Skill Building 
  • Focus on financial acumen, Chase and Business Banking culture, relationship management and professional skills.
    • Participate in immersive job shadowing experiences 
    • Assist in business development and prospecting new clients by phone and/or in person
    • Conduct product, market, and client research
    • Complete special projects within Business Banking (i.e., Sales Strategy, Marketing, Product)

 

• Phase 2 – Portfolio Management 
  • Own client experience survey results for all assigned clients. Escalate those that require additional assistance or resolution.
• Acquire, manage, and retain a portfolio of 25-40 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. 
• Regularly conduct in-person calls with prospects 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
• 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

 

About You

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

We're looking for highly motivated team players to be future leaders of our business! Additional skills & criteria include:

• Pursuing a B.A. or B.S. degree, or 5th year M.A. or M.S., with an expected graduation of December 2023 through June 2024
• Preferred minimum GPA of 3.2 out of 4.0
• Strong desire to build a network and start a career in the financial industry working with small business owners
• Strong leadership aptitude and proven ability to influence others
• Excellent customer service and interpersonal skills
• High degree of initiative and ability to drive results
• Ability to build strong, collaborative working relationships
• Effective presentation and communication skills
• Strong qualitative and quantitative problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment and pivot quickly as priorities change
• Organizational skills and attention to detail, working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.).

 

What Next?

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it’s important to complete all relevant applic