Senior BRM: Deepening & Growth (Vice President)

Next Frontier Capital

San Antonio (TX)

On-site

USD 120,000 - 180,000

Full time

14 days+
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Job summary

Chase is actively seeking a Senior Business Relationship Manager to deepen relationships with large profitable business clients and provide strategic financial advice. You will manage a $5M+ revenue portfolio, focusing on deposits, cash management, and credit opportunities up to $15M, with a high-touch client experience.

You’ll collaborate with Branch, Wealth Management and Private Bank to tailor solutions, while upholding risk controls and regulatory compliance.

Qualifications

  • Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending.
  • Strong knowledge of deposit and cash management products and services; commercial credit underwriting.
  • Ability to build relationships and deliver tailored financial solutions while managing risk.

Responsibilities

  • Manage, retain and deepen a portfolio of 80–100 business clients with ~5MM+ revenue; deposits, cash management, and credit up to ~15MM.
  • Deliver customized business banking solutions and a high-touch client experience.
  • Partner with Branch, Wealth Management and Private Bank to align personal and business financial needs.
  • Conduct regular in-person/virtual meetings to cultivate long-term, primary banking relationships.
  • Ensure end-to-end delivery of new accounts and digital capabilities while enforcing risk controls.

Skills

Relationship-building
Excellent communication
Banking knowledge
Risk management

Education

Bachelor’s degree in Finance or related field
Equivalent work experience

Tools

Microsoft Office (Outlook, Excel, Word, PowerPoint)

Job description

Chase is actively seeking a Senior Business Relationship Manager to deepen relationships with large profitable business clients and provide strategic financial advice. You will manage a $5M+ revenue portfolio, focusing on deposits, cash management, and credit opportunities up to $15M, with a high-touch client experience.

You’ll collaborate with Branch, Wealth Management and Private Bank to tailor solutions, while upholding risk controls and regulatory compliance.

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