Senior Business Banking Relationship Leader

Aumni; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Chase is seeking a Senior Deepening Business Banking Relationship Manager to oversee a portfolio of large, profitable clients and deepen relationships through tailored banking solutions. You will focus on deposits, cash management, and credit opportunities while coordinating with branch teams and product specialists.

The role emphasizes high-touch client service, risk management, and growth through referrals, with collaboration across wealth, private banking, and branch networks to meet client

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
• Ability to build trusted relationships with clients and cross-functional partners
• Excellent communication and organizational skills with ability to manage multiple priorities

Responsibilities

• Manage a portfolio of approximately 100 business clients with annual revenue > $5MM
• Provide tailored business banking solutions including deposits, cash management and credit opportunities
• Develop new relationships through referrals and strategic centers of influence
• Conduct regular in-person/virtual client meetings to deepen primary banking relationships
• Collaborate with Branch, Wealth Management, and Private Bank to deliver comprehensive financial solutions
• Ensure risk management protocols and regulatory compliance are followed

Skills

Relationship management

Banking products

Credit underwriting

Communication

Time management

Education

Bachelor's degree in Finance or related field

Tools

MS Office

CRM systems

Job description

Chase is seeking a Senior Deepening Business Banking Relationship Manager to oversee a portfolio of large, profitable clients and deepen relationships through tailored banking solutions. You will focus on deposits, cash management, and credit opportunities while coordinating with branch teams and product specialists.

The role emphasizes high-touch client service, risk management, and growth through referrals, with collaboration across wealth, private banking, and branch networks to meet client