Junior Business Banking Relationship Manager

Aumni; City of Rye (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Chase is seeking a Business Relationship Manager in our Business Banking team to help clients grow and manage their finances by delivering tailored banking solutions, education, and guidance.

You will manage a portfolio of 100-130 business clients with revenue $1-5 million, forge strong relationships, and collaborate with partners across lines of business to meet client needs while maintaining risk controls.

Qualifications

• 1 year of experience in a Business Banking Relationship Management role or related business lending.
• Knowledge of business credit and core products; understanding of industry differences.
• Strong communication with clients and internal partners.
• Ability to balance client needs with firm risk and make independent decisions.
• Proven ability to prioritize daily tasks to meet objectives.
• Proficiency in MS Office (Outlook, Excel, Word, PowerPoint).

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1-5 million and credit opportunities up to $500,000.
• Deliver tailored business banking solutions to Chase clients.
• Promote financial solutions with risk management focus.
• Conduct in-person calls with prospects, COIs, and clients.
• Identify and pursue potential new business clients and cultivate long-term relationships.
• Collaborate with partners across lines of business to meet client goals.
• Support branches and adhere to risk and regulatory requirements.

Skills

Business Banking

Relationship Management

Communication skills

MS Office

Time management

Education

Bachelor's degree in Finance

Tools

Outlook

Excel

Word

PowerPoint

Job description

Chase is seeking a Business Relationship Manager in our Business Banking team to help clients grow and manage their finances by delivering tailored banking solutions, education, and guidance.

You will manage a portfolio of 100-130 business clients with revenue $1-5 million, forge strong relationships, and collaborate with partners across lines of business to meet client needs while maintaining risk controls.