Business Relationship Manager Senior Deepening - Vice President
About The Position
As a Business Relationship Manager Senior Deepening banker in Business Banking, you will manage a portfolio of large, profitable, established business clients with annual revenue greater than approximately $5 million. You will focus on acquiring deposits, deepening product relationships, retaining and growing clients, and developing referrals to increase primary bank share. The role provides a high-touch client experience through relationship building and financial advice, with an emphasis on client experience and risk management. You will deliver customized business banking solutions, including deposit and cash management services, and manage business credit opportunities up to approximately $15 million. You will also work with branch-based business bankers on sizeable credit deals as needed, coordinate with product specialists and other Chase teams, and help business owners address personal financial needs. The position requires sound risk management and compliance with regulatory requirements.
Requirements
- At least 5 years of experience in a Business Banking Relationship Management role or related business lending experience.
- Strong knowledge of deposit and cash management products and services.
- Knowledge of business credit underwriting and commercial credit training.
- Ability to use seasoned judgment to offer comprehensive, customized solutions, monitor market and industry trends and business outcomes, anticipate client needs, and present proactive solutions and innovative alternatives.
- Demonstrated ability to anticipate client issues, take ownership of problems on clients’ behalf, and follow through on commitments.
- Strong relationship-building and communication skills with individuals at all levels, internally and externally.
- Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently.
- Excellent organizational skills and ability to manage and prioritize work, work under pressure, and meet tight deadlines.
- Self-directed, proactive, and creative approach, with sound judgment and ability to navigate ambiguity.
- Ability to balance client needs with associated risks and the interests of the firm.
Nice To Haves
- Bachelor’s degree in Finance or a related field, or equivalent work experience.
- At least 3 years of experience managing clients with revenue greater than $10 million.
- Proficiency in Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.
- In-depth knowledge of diverse types of businesses, industries, markets, and financial and economic concepts.
Responsibilities
- Manage, retain, and deepen a portfolio of approximately 100 stable or mature business clients with annual revenue greater than approximately $5 million.
- Provide business deposit and cash management solutions, manage business credit opportunities up to approximately $15 million, and support branch-based business bankers on sizeable business credit deals as needed.
- 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.
- Use knowledge of businesses, industries, markets, financial and economic concepts, and marketing techniques to develop a business network and prospects using Chase resources and materials.
- Conduct regular in-person or virtual calls with existing clients, referrals, and centers of influence at their places of business to cultivate long-term primary banking relationships.
- Understand business owners’ personal financial goals and needs, and partner with Branch, Wealth Management, and Private Bank to identify and deliver appropriate personal financial solutions.
- Use knowledge of treasury products and partner with product specialists to onboard clients, deliver accounts and products, follow up after account opening, identify additional solutions, and establish digital capabilities.
- Protect the firm by following risk management protocols and control policies 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
