Business Relationship Manager I- Officer
About The Position
As a Business Relationship Manager I in Business Banking, you will help improve clients’ lives and 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 while focusing on client experience and risk management. The role supports assigned branches and serves business clients with annual revenues of $1–$5 million, offering business deposit and cash management solutions and managing business credit opportunities up to approximately $500,000. You will deliver customized business banking solutions, develop long-term client relationships, identify new business opportunities, and connect clients with specialists across Chase when appropriate. You will also support branch leadership and protect the firm by following sound risk management practices 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 the risks and 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 with 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 revenues 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 an outstanding client experience through comprehensive, customized business banking solutions tailored to each business’s financial needs and circumstances.
- Apply knowledge of business, finance, banking, credit, and risk management to identify and 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 processes and strategies with the manager, adjusting 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 Chase Wealth Management, Home Lending, and Branch Teams to connect clients with specialists.
- Provide leadership by actively supporting assigned branches.
- 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 the form of 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
