Senior Business Relationship Manager – Acquisition

Next Frontier Capital; College Station (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Chase is seeking a Business Relationship Manager Senior to acquire, manage and deepen relationships with large business clients generating >$3M in annual revenue. You will deliver tailored banking solutions, handle deposits and cash management, and collaborate with Private Bank and Wealth teams to expand client relationships.

The role emphasizes risk management, high-touch client service, and cross-functional collaboration with product specialists to onboard and serve clients end-to-end, in

Qualifications

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience.
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards.
• Demonstrates strong tactical business development and negotiation skills.
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.
• Knowledge of deposit and cash management products and services, and knowledge of business credit underwriting.
• Balance needs of clients with associated risks and interests of the firm.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines.

Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40-50 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 management

Communication skills

Negotiation

Business networking

Risk management

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office

Job description

Chase is seeking a Business Relationship Manager Senior to acquire, manage and deepen relationships with large business clients generating >$3M in annual revenue. You will deliver tailored banking solutions, handle deposits and cash management, and collaborate with Private Bank and Wealth teams to expand client relationships.

The role emphasizes risk management, high-touch client service, and cross-functional collaboration with product specialists to onboard and serve clients end-to-end, in