Business Relationship Mgr I - Officer
About The Position
As a Business Relationship Manager I (BRM) in Business Banking, you help improve clients’ lives and the well-being of their businesses through financial solutions, education, and advice. You 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. The role serves business clients with annual revenues of $1 million to $5 million across assigned branches. It includes providing business deposit and cash management solutions and managing business credit opportunities up to approximately $500,000. You work with prospects and existing clients at their places of business, develop long-term primary banking relationships, and connect clients with relevant specialists across Chase. You also support assigned branches and follow 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.
- Understanding of general business practices and how business needs vary by industry and market.
- Strong communication skills with individuals at all levels, internally and externally, and ability to build relationships with clients and internal partners.
- Ability to balance client needs with associated risks and the interests of the firm, 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 with MS Office tools, including 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 million to $5 million for assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
- Deliver a strong client experience by providing comprehensive, customized business banking solutions tailored to each business’s financial needs and circumstances.
- Apply knowledge of business, finance, banking, credit, and risk management to recommend solutions that serve clients and support 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, identify strategies to maintain and build relationships, and review and adjust those strategies with a manager 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 and, for eligible roles, commission-based pay and/or discretionary incentive compensation.
- 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
