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2024 Business Relationship Manager Trainee Program - Full Time Analyst Opportunity (New York)
Company | JPMorgan Chase & Co. |
Address | New York, NY, United States |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-29 |
Posted at | 9 months ago |
2024 BUSINESS RELATIONSHIP MANAGER TRAINEE PROGRAM - FULL-TIME ANALYST OPPORTUNITY
- Assist in business development and prospecting new clients by phone and/or in person
- Participate in immersive job shadowing experiences
- Phase 1 - Immersion and Skill Building
- Conduct product, market, and client research
- Focus on financial acumen, Chase and Business Banking culture, relationship management and professional skills.
- Complete special projects within Business Banking (i.e., Sales Strategy, Marketing, Product)
- 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
- Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Own client experience survey results for all assigned clients. Escalate those that require additional assistance or resolution.
- Phase 2 - Portfolio Management
- 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
- Regularly conduct in-person calls with prospects and existing clients at their places of business
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements
- Provide leadership by actively supporting your assigned branches
- 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.
- Strong qualitative and quantitative problem-solving skills
- Excellent customer service and interpersonal skills
- Strong leadership aptitude and proven ability to influence others
- Strong desire to build a network and start a career in the financial industry working with small business owners
- Organizational skills and attention to detail, working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.).
- Preferred minimum GPA of 3.2 out of 4.0
- Effective presentation and communication skills
- 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
- Ability to manage multiple priorities in a fast-paced environment and pivot quickly as priorities change
- High degree of initiative and ability to drive results
- Ability to build strong, collaborative working relationships
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