Senior Business Banking Relationship Lead

Aumni; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Chase is seeking a Senior Business Relationship Manager in its Business Banking unit in the U.S. The role focuses on managing a portfolio of profitable business clients, deepening deposits, cash management, and credit opportunities up to ~$15M.

You will deliver customized financial solutions, build trusted relationships, and coordinate with partners to drive growth. The position emphasizes risk management, client experience, and proactive referrals to acquire new relationships, with an emphasis

Qualifications

• Minimum of 5 years' experience in a Business Banking Relationship Management role.
• Strong knowledge of deposit and cash management products and services.
• Knowledge of business credit underwriting with commercial credit training.
• Excellent relationship-building and communication skills.
• Ability to balance client needs with firm risk considerations.
• Organizational skills to manage multiple clients and deadlines.
• Self-directed, proactive, and able to navigate ambiguity.

Responsibilities

• Manage, retain, and deepen a portfolio of ~100 business clients; support sizeable credit deals.
• Deliver an outstanding experience with tailored business banking solutions.
• Identify and promote solutions using finance, banking, and risk knowledge; expand network.
• Regularly conduct in-person/virtual calls with clients, referrals, and centers of influence.
• Understand owners' personal goals; coordinate with Branch/Wealth/Private to deliver solutions.
• Onboard clients and deliver full product suite; establish digital capabilities.
• Follow risk protocols and regulatory requirements to protect the firm.

Skills

Client relationships

Financial analysis

Credit underwriting

Communication

Risk management

Organization

Education

Bachelor's degree in Finance

Equivalent work experience

Tools

Microsoft Office

Excel

Outlook

PowerPoint

Job description

Chase is seeking a Senior Business Relationship Manager in its Business Banking unit in the U.S. The role focuses on managing a portfolio of profitable business clients, deepening deposits, cash management, and credit opportunities up to ~$15M.

You will deliver customized financial solutions, build trusted relationships, and coordinate with partners to drive growth. The position emphasizes risk management, client experience, and proactive referrals to acquire new relationships, with an emphasis