Business Relationship Manager II - Assistant Vice President
About The Position
As a Business Relationship Manager II 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, building relationships and providing financial advice with a focus on client experience and risk management. The role serves business clients with annual revenue of $1–$5 million across assigned branches. You provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million. You also support assigned branches, collaborate with specialists across lines of business, and follow sound risk management protocols and regulatory requirements.
Requirements
- At least 3 years of experience in Business Banking Relationship Management or related business lending.
- General business experience and knowledge of business credit.
- Understanding of core business products and services, general business practices, and how business needs vary by industry or market.
- Strong communication skills with people at all levels, internally and externally, and the ability to build relationships with clients and internal partners.
- Ability to balance clients’ needs with associated risks and the firm’s interests.
- Ability to recognize issues or problems and determine when to escalate or handle them independently.
- Ability to set and balance daily priorities to achieve business objectives.
- Demonstrated ability to 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 $1.5 million.
- Deliver an outstanding client experience through comprehensive, customized business banking solutions tailored to clients’ financial needs and circumstances.
- Apply knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that serve clients and support portfolio profitability.
- Regularly conduct in-person calls with prospects, centers of influence, and existing clients at their places of business.
- Follow a disciplined relationship development process, identifying steps and strategies to maintain and build relationships.
- Review processes and strategies regularly with the manager and make adjustments as needed.
- Identify and pursue prospective 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 appropriate specialists.
- Provide leadership by actively supporting assigned branches.
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
