Business Relationship Manager I

Description

If you are customer focused enjoy building relationships and providing financial advice to your clients a role as a Business Relationship Manager is for you.

As a Business Relationship Manager I (BRM) in Business Banking youll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions education and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire manage and retain a portfolio of 70 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business finance banking credit and risk management to identify recommend and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects centers of influence (COIs) and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager making adjustments as needed
• Identify and pursue potential new business clients looking for ways to cultivate long-term primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management Home Lending Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications capabilities and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook Excel Word and PowerPoint

Preferred qualifications capabilities and skills

• Bachelors degree in Finance or related field or equivalent work experience
• Strong current business network

Required Experience:

Manager