Business Relationship Manager Jobs

About The Position

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.
• Seasoned judgment in offering comprehensive, customized solutions that meet client needs; ability to monitor and research market and industry trends and business outcomes, anticipate client needs, and present proactive solutions or innovative alternatives.
• Demonstrated ability to anticipate client issues, take ownership of problems on clients’ behalf, and follow through on commitments.
• Strong relationship-building and excellent 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; 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 with 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 and manage business credit opportunities up to approximately $15 million.
• Support branch-based business bankers on sizeable business credit deals as needed.
• Deliver 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 appropriate solutions while supporting 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.