Business Relationship Manager Jobs in California
Business Relationship Manager jobs in California are among the most active in the country, concentrated in financial services, enterprise technology, and commercial banking across the full seniority range from associate through senior director. The largest hiring markets are Los Angeles, San Francisco, and San Jose, where institutions like Wells Fargo, Bank of America, and Salesforce maintain major operations and regularly recruit for this role. Client portfolio management, technology-sector account ownership, and treasury relationship development are the most in-demand specialties. Find a role that fits below and apply directly.
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Showing 5 of 133+ Business Relationship Manager jobs
Job Description
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
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.
Job Description
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
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.
See All 133+ Business Relationship Manager Jobs in California
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Find JobsBusiness Relationship Manager Jobs by City in California
Where California roles are concentrated, by current openings.
Business Relationship Manager Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
- City National Bank15
- Citi10
- GHD10
- Bank of America9
- East West Bank9
Top Industries Hiring
- Banking & Financial Services74
- Technology & Software24
- Investment & Asset Management19
- Consulting & Professional Services13
- Construction & Real Estate8
What California Employers Look For
The qualifications that appear most often in business relationship manager jobs across California.
- Bachelor's degree in business, finance, or a related field required
- Three or more years of client relationship or account management experience
- Demonstrated ability to grow and retain commercial or enterprise client portfolios
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong knowledge of financial products, lending structures, or enterprise software solutions
- Excellent written and verbal communication skills for executive-level client engagement
Business Relationship Manager Jobs in California: Frequently Asked Questions
How do you become a business relationship manager in California?
Most business relationship manager roles in California require a bachelor's degree in business, finance, economics, or a related field, plus prior experience in sales, account management, or banking. California does not require a state-issued license for most business relationship manager positions, though roles at broker-dealers may require FINRA Series 6 or Series 7 registration. Building experience in commercial banking, enterprise software, or financial services within California's major markets is the most direct path.
Which companies hire business relationship managers in California?
Employers hiring business relationship managers in California right now include City National Bank, Citi, and GHD, based on current listings on Migrate Mate as of June 2026. California's concentration of major banks, fintech companies, and enterprise technology firms means consistent demand for this role across the state.
Which California cities have the most business relationship manager jobs?
San Francisco, Los Angeles, and Irvine have the most business relationship manager openings in California. Los Angeles and San Francisco anchor the market through their dense concentrations of commercial banks, wealth management firms, and enterprise technology companies, while San Jose draws consistent hiring from Silicon Valley's major software and cloud services employers headquartered there.
Are there remote business relationship manager jobs in California?
Yes, though a meaningful portion of the role involves in-person client meetings, so fully remote positions are less common than in purely analytical fields. About 24% of business relationship manager openings tied to California are remote or hybrid as of June 2026, reflecting growing flexibility from technology-sector employers. Internal account management and partner success roles tend to offer the most remote-friendly arrangements.
How can I get hired as a business relationship manager in California with little or no experience?
The most realistic entry path is through associate or junior relationship banker programs at large California-based financial institutions, which recruit recent graduates and provide structured training before promoting to full relationship management responsibilities. Lateral moves from roles like personal banker, inside sales representative, or customer success associate are common stepping stones. Completing a FINRA Series 63 or Series 6 registration proactively strengthens applications for banking-sector roles, and pursuing a Certified Associate Banking Professional designation signals commitment to the field.
Where can I find and apply to business relationship manager jobs in California?
You can find and apply to business relationship manager jobs in California on Migrate Mate, which lists current California openings. Search the available roles, find the ones that fit your background and target market, and apply directly.
See All 133+ Business Relationship Manager Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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