JOB DESCRIPTION
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 II (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’ll 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 70 – 90 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 $1.5 million.
- 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 3 years’ 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.
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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.
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.
Equal Opportunity Employer/Disability/Veterans
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