Business Relationship Manager II - Assistant Vice President
About The Position
As a Business Relationship Manager II in Business Banking, you will help improve clients’ lives and support the well-being of their businesses through financial solutions, education, and advice. You will manage 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 serves business clients with annual revenues of $1 million to $5 million across assigned branches. You will provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million. You will work with branch teams and partners across Chase to connect clients with specialists who can address their broader financial needs, while following sound risk management protocols and regulatory requirements.
Requirements
- At least 3 years 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 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 firm’s interests, recognize issues or problems, and determine when to escalate or handle them independently.
- Ability to prioritize daily work to achieve business objectives, take ownership of client problems, 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 100–130 business clients with annual revenues of $1 million to $5 million for assigned branches.
- Provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million.
- 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 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 adhering to 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
