Business Relationship Manager I - Officer
About The Position
The Business Relationship Manager I (BRM) in Business Banking manages a portfolio of new and existing business clients, building relationships and providing financial advice with a focus on client experience and risk management. The role helps clients and their businesses through financial solutions, education, and advice. It serves businesses with annual revenue of $1–$5 million and provides business deposit and cash management solutions, as well as managing business credit opportunities up to approximately $500,000. The BRM works with prospects and clients at their places of business, develops long-term primary banking relationships, and connects business clients with specialists across other lines of business to address their personal financial needs. The role supports assigned branches and follows sound risk management protocols and regulatory requirements.
Requirements
- At least 1 year of experience in a Business Banking Relationship Management role or related business lending experience.
- General business experience and knowledge of business credit and core business products and services, including understanding general business practices and how needs vary by industry or market.
- Strong communication skills and the ability to build relationships with clients and internal partners at all levels.
- Ability to balance client needs with associated risks and the firm’s interests, recognize issues or problems, and determine when to escalate or handle them independently.
- Ability to determine and balance daily priorities to achieve business objectives, take ownership of client problems, and follow through on commitments.
- High proficiency in Outlook, Excel, Word, and PowerPoint.
Nice To Haves
- Bachelor’s degree in Finance or a related field, or equivalent work experience.
- Strong current business network.
Responsibilities
- Acquire, manage, and retain a portfolio of 100–130 business clients with annual revenue of $1–$5 million for assigned branches.
- Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
- Deliver customized business banking solutions tailored to clients’ financial needs and circumstances.
- Use knowledge of business, finance, banking, credit, and risk management to recommend solutions that serve clients and ensure portfolio profitability.
- Conduct regular in-person calls with prospects, centers of influence, and existing clients at their places of business.
- Follow a disciplined relationship development process and review relationship strategies with the manager, adjusting them as needed.
- Identify and pursue potential new business clients and cultivate long-term, primary banking relationships.
- Identify business clients’ personal financial goals and needs and collaborate with partners across Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
- Support assigned branches and protect the firm by following risk management protocols and regulatory requirements.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
