Senior BRM - Deepening for Large Business Clients

Next Frontier Capital; San Bruno (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Chase is seeking aSenior Business Relationship Manager in our Business Banking division to deepen relationships with a portfolio of 80–100 commercial clients. You will provide tailored banking solutions, including deposits, cash management, and credit opportunities up to $15 million, while coordinating with branch teams and product specialists.

You will deliver proactive risk-managed financial guidance, establish long-term relationships through regular calls, and collaborate with Wealth

Qualifications

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training.
• Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments.

Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business 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
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Skills

Relationship management

Communication

Risk management

Financial analysis

Sales/marketing

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office

Excel

PowerPoint

Job description

Chase is seeking aSenior Business Relationship Manager in our Business Banking division to deepen relationships with a portfolio of 80–100 commercial clients. You will provide tailored banking solutions, including deposits, cash management, and credit opportunities up to $15 million, while coordinating with branch teams and product specialists.

You will deliver proactive risk-managed financial guidance, establish long-term relationships through regular calls, and collaborate with Wealth