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, helping improve clients’ lives and the well-being of their businesses through financial solutions, education, and advice. The role focuses on client experience, relationship development, and risk management. The manager serves businesses with annual revenues of $1 million to $5 million across assigned branches, offering deposit and cash management solutions and managing business credit opportunities up to approximately $500,000. The position involves acquiring, managing, and retaining clients; tailoring banking solutions to their financial needs; developing new business; and connecting clients with internal specialists for personal financial needs. The BRM 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 an understanding of general business practices and how needs vary by industry and 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 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, own problems on clients’ behalf, and follow through on commitments.
- High proficiency in 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 70–90 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 customized business banking solutions tailored to clients’ financial needs and circumstances.
- Apply 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, identify strategies for maintaining and building relationships, and review and adjust processes with the manager.
- 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 sound 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
