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 delivering a strong client experience while managing risk. The BRM acquires, manages, and retains a portfolio of 100–130 business clients with annual revenue of $1–$5 million for assigned branches. The position provides business deposit and cash management solutions and manages business credit opportunities up to approximately $500,000. It develops customized banking solutions, identifies client needs and opportunities, builds long-term relationships, and collaborates with specialists across business lines. The BRM also supports assigned branches and adheres to 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, and determine when to escalate or handle them independently.
- Ability to set and balance daily priorities to achieve business objectives, own problems on clients’ behalf, and follow through on commitments.
- High proficiency with 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 100–130 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 customized business banking solutions that address clients’ financial needs and circumstances.
- Apply business, finance, banking, credit, and risk-management knowledge 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 those strategies with a 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 risk-management protocols and regulatory requirements.
Benefits
- Competitive total rewards package.
- Base salary determined by role, experience, skill set, and location.
- 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
Entry Level
Education Level
No Education Listed
