Business Relationship Manager I Officer at Chase · 180…

Summary: Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Business Relationship Manager I in Business Banking, you will manage a portfolio of business clients, providing financial solutions and advice while focusing on client experience and risk management. 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 $500,000 - 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: - 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: - Bachelor's degree in Finance or related field or equivalent work experience - Strong current business network Required Skills: Business Banking Relationship Management, Business Lending, Business Credit, Business Products, Services, Risk Management, Regulatory Compliance, MS Office, Prioritization Benefits: Comprehensive health care coverage, On-site health and wellness centers, A retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching