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 focused on client experience and risk management. The role supports clients’ businesses through financial solutions, education, and advice, including business deposit and cash management solutions and business credit opportunities up to approximately $500,000. The BRM provides customized banking solutions, cultivates long-term primary banking relationships, and connects clients with specialists across Chase when appropriate. The role also supports assigned branches and follows 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 the 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 prioritize daily work to achieve business objectives, own problems on clients’ behalf, and follow through on commitments.
- High proficiency in Microsoft 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–$5 million for assigned branches.
- Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.
- Deliver comprehensive, customized business banking solutions tailored to each client'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 processes with the 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 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.
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
Mid Level
Education Level
No Education Listed
