Job Description
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager Senior (BRM) Acquisition Banker in Business Banking may be for you. You will develop and manage a portfolio of large profitable business clients with annual revenue greater than ~$3 million, focusing on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
Job Responsibilities
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in growth/expansion stage with annual revenue >$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million.
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs and circumstances.
- Grow portfolio by prospecting for new clients in expansion mode; utilize referral networks and centers of influence to identify and pursue potential new business clients, building long‑term primary banking relationships.
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners.
- Leverage knowledge of diverse business types, industries, markets, financial and economic concepts, and creative marketing techniques utilizing Chase resources to develop business network and prospects.
- Build relationships with clients, prospects and centers of influence through in‑person/virtual calls to understand business needs and develop full financial relationships.
- Understand owners’ personal financial goals and needs; partner with Branch, Wealth Management and Private Bank to deliver appropriate personal financial solutions.
- Partner with product specialists to ensure seamless client onboarding and end‑to‑end delivery of new accounts and full suite of products and services; leverage service team to deliver outstanding client experience.
- Protect the firm by following sound risk management protocols, control policies, and regulatory requirements.
Required Qualifications, Capabilities, and Skills
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience.
- Strong current business network; active involvement in community organizations such as Chambers of Commerce or non‑profit boards.
- Demonstrated strong tactical business development and negotiation skills; self‑directed, proactive, and creative with sound judgment.
- Excellent relationship‑building and communication skills with individuals at all levels, internally and externally; ability to influence others and leverage technology for client interaction.
- Strong knowledge of deposit and cash management products and business credit underwriting with commercial credit training; ability to offer comprehensive and customized solutions that meet client needs.
- Balance clients’ needs with associated risks and firm interests.
- Excellent organizational skills; ability to manage, prioritize, work under pressure and meet tight deadlines.
Preferred Qualifications, Capabilities, and Skills
- Bachelor’s degree in Finance or related field, or equivalent work experience.
- Minimum of 3 years’ managing clients with revenue >$10 million.
- In‑depth knowledge of diverse businesses, industries, markets, financial and economic concepts.
- Proficiency in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.
Equal Opportunity Employer
We are an equal‑opportunity employer; we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity, age, marital or veteran status, pregnancy, or disability.