Senior Business Banking Relationship Leader

Aumni; Fort Worth (TX); Sur place; USD 120 000 - 210 000; Plein temps

Avantages offerts par ce poste

Health insurance

Commission-based pay

Discretionary incentive compensation

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

Résumé du poste

Chase is seeking a Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable clients with annual revenue over $5MM. You will deepen relationships, provide financial advice, and coordinate with product specialists to deliver the full suite of banking solutions.

The role emphasizes deposit growth, cash management, and client risk management, with regular in-person or virtual calls to cultivate long-term primary banking 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.

Responsabilités

• Manage, retain and deepen a portfolio of approximately 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

Connaissances

Relationship management

Communication

Risk management

Deposit products

Credit underwriting

Organization

Formation

Bachelor's degree in Finance or related field

Outils

Microsoft Office

Description du poste

Chase is seeking a Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable clients with annual revenue over $5MM. You will deepen relationships, provide financial advice, and coordinate with product specialists to deliver the full suite of banking solutions.

The role emphasizes deposit growth, cash management, and client risk management, with regular in-person or virtual calls to cultivate long-term primary banking relationships.