Senior Business Banking Relationship Manager (Acquisition)

Fairygodboss; Tacoma (WA); On-site; USD 90,000 - 150,000; Full time

Job summary

Chase is seeking a Senior Business Relationship Manager in its Business Banking division to lead a portfolio of large business clients. You will deepen relationships, provide tailored cash management and credit solutions, and collaborate with Private Bank and Asset Wealth Management to maximize client value.

In this high-touch role, you will use your network to grow the book, manage risk, and deliver exceptional client experiences while navigating complex financial needs across multiple product

Qualifications

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending.
• Strong business network and community involvement.
• Proactive, self-directed with strong negotiation and relationship skills.
• Knowledge of deposit, cash management, and commercial credit underwriting.

Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $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
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
• 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
• Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
• 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
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Skills

Relationship building

Business banking

Negotiation

Communication skills

Networking

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Office (Outlook, Excel, Word, PowerPoint)

Job description

Chase is seeking a Senior Business Relationship Manager in its Business Banking division to lead a portfolio of large business clients. You will deepen relationships, provide tailored cash management and credit solutions, and collaborate with Private Bank and Asset Wealth Management to maximize client value.

In this high-touch role, you will use your network to grow the book, manage risk, and deliver exceptional client experiences while navigating complex financial needs across multiple product