Relationship Manager Jobs

About The Position

Requirements

• At least 7 years of experience in Business Banking Relationship Management or related business lending, including direct in-person contact.
• Expert knowledge of deposit and cash management products and services and business credit underwriting, including commercial credit training.
• Strong communication skills with individuals at all levels, internally and externally.
• Ability to analyze reports, metrics, and other data to identify trends, issues, and opportunities.
• Ability to build collaborative relationships across an organization, influence others, and lead proactively through change.
• Strong current business network and standing as a leader in community organizations, with demonstrated business acumen.
• Ability to balance client needs with the risks and interests of the firm and use a disciplined, strategic approach to managing time and competing demands.
• Ability to travel occasionally for key business and leadership meetings and training.

Nice To Haves

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• Prior experience managing a relationship development team.
• High proficiency in Microsoft Office tools, including Outlook, Excel, Word, and PowerPoint.

Responsibilities

• Lead, manage, support, direct, and guide a territory team of Business Relationship Managers in developing deposit, cash management, and credit business while emphasizing relationships, client experience, and risk management.
• Manage individual team-member performance and hold Business Relationship Managers accountable for business priorities, client experience, and risk management.
• Manage area revenue and profitability and monitor credit quality, regulatory requirements, and risk protocols; use reports and metrics to identify trends and address or escalate issues.
• Coach and develop the team in portfolio management, relationship management, prospecting, profitability, client experience, and risk management; advise on loan structuring, pricing, customized solutions, and complex challenges.
• Hold Business Relationship Managers accountable for understanding clients’ personal financial goals and needs and connecting them with appropriate specialists.
• Build collaborative relationships across Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank, and represent the bank in community leadership roles such as Chamber of Commerce and local nonprofit boards.
• Recruit and maintain a pipeline of viable candidates, select and hire talent, and develop and retain high-quality employees in an inclusive and respectful team environment.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, 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.