Job Description

As a Business Relationship Manager (BRM) you will be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice. The BRM manages a portfolio of business clients by building relationships and providing financial advice with a focus on client experience and risk management. Business Banking is looking for a BRM to develop new business and deepen existing relationships to position Chase as the primary bank for our clients.

Responsibilities

* Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase
* Acquire, manage, and retain a portfolio of 60 - 70 business clients with annual revenue of $5 - $20 million; provide deposit and cash management solutions and manage credit opportunities up to approximately $15 million; provide support to branch-based BRMs on sizeable credit deals as needed
* 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; work within risk parameters that protect the bank. Partner with subject matter experts to ensure a positive client experience
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
* Grow portfolio by prospecting for new clients and deepening relationships with existing clients; utilize extensive referral networks and centers of influence to independently 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
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
* Leverage established relationship development processes by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects

Knowledge, Skills and Experience
* 5 to 7 years of experience in a business banking relationship management role or related business lending experience; direct in-person contact preferred
* Bachelor's degree in Finance or related field, or equivalent work experience strongly preferred
* Strong knowledge of deposit and cash management products and services
* Strong knowledge of business credit underwriting with commercial credit training preferred
* Strong communication skills with individuals at all levels, internally and externally
* Able to build relationships with clients and internal partners and influence others to achieve desired outcomes
* Use sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
* Able to balance needs of clients with associated risks and interests of the firm
* Able to manage multiple and competing priorities in pursuit of business objectives
* Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
* Knowledge of diverse types of businesses, industries, markets, financial and economic concepts
* Strong current business network and active involvement in community organizations with demonstrated business acumen
* Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
* Able to travel occasionally for key business meetings and training