Senior Business Banking Relationship Manager

Fairygodboss; Plano (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

Chase is seeking a Business Relationship Manager II in its Business Banking team. The role focuses on building and managing a portfolio of mid-sized business clients, delivering tailored financial solutions, and managing risk.

You will work with partners across lines of business to meet client goals and drive profitability. Responsibilities include acquiring clients, delivering deposits and cash management, and maintaining strong client relationships through regular in-person visits and a

Qualifications

• 3+ years' experience in Business Banking Relationship Management or related lending.
• Knowledge of business credit and core banking products.
• Excellent communication with clients and internal partners.
• Ability to balance client needs with firm risk and escalate when needed.
• Strong prioritization to meet business objectives; ownership and follow-through.
• MS Office proficiency: Outlook, Excel, Word, PowerPoint.

Responsibilities

• Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million; provide deposit, cash management and credit opportunities up to $1.5M.
• Deliver customized business banking solutions tailored to client financial needs.
• Use knowledge of business, finance, banking, credit, and risk management to promote solutions for profitability.
• Regularly conduct in-person calls with prospects, COIs, and clients; follow a disciplined relationship development process and review with manager.
• Identify and pursue new business clients to cultivate long-term primary banking relationships.
• Collaborate with partners across lines of business to meet client financial goals.
• Provide leadership by supporting branches and adhering to risk management and regulatory requirements.

Skills

Relationship management

Financial advice

Communication

Risk management

MS Office

Client relations

Education

Bachelor's degree in Finance or related field

Equivalent work experience

Tools

Outlook

Excel

Word

PowerPoint

Job description

Chase is seeking a Business Relationship Manager II in its Business Banking team. The role focuses on building and managing a portfolio of mid-sized business clients, delivering tailored financial solutions, and managing risk.

You will work with partners across lines of business to meet client goals and drive profitability. Responsibilities include acquiring clients, delivering deposits and cash management, and maintaining strong client relationships through regular in-person visits and a