Senior BRM: Grow High-Value Business Relationships

Socket.dev; San Francisco (CA); On-site; USD 160,000 - 210,000; Full time

Job summary

Chase is seeking a Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable clients with annual revenue >$5MM. You’ll deepen relationships, provide financial advice, and drive deposits and credit opportunities, while coordinating with branches and specialists to tailor solutions.

Regular client interactions, strong communication, and risk management are essential. This role emphasizes high-touch service, referrals, and deepening existing relationships

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.
• 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.Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• 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

Financial advisory

Deposit & cash management

Credit underwriting knowledge

Risk management

Communication

Portfolio management

Referral selling

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office

Job description

Chase is seeking a Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable clients with annual revenue >$5MM. You’ll deepen relationships, provide financial advice, and drive deposits and credit opportunities, while coordinating with branches and specialists to tailor solutions.

Regular client interactions, strong communication, and risk management are essential. This role emphasizes high-touch service, referrals, and deepening existing relationships