Senior Business Relationship Manager, Banking Solutions

Aumni

Baton Rouge (LA)

On-site

USD 90,000 - 120,000

Full time

14 days+

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Job summary

Chase is seeking a Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable clients with annual revenue around $5M+. The role focuses on deposits, cash management, and credit opportunities up to about $15M, while deepening relationships and leveraging referrals to gain new business.

The BRM Senior will provide a high-touch experience, coordinate with cross-functional teams, and maintain rigorous risk controls to protect the firm and support client goals.

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 and follow through with commitments.
  • Strong relationship-building and communication skills; ability to influence.

Responsibilities

  • Manage and deepen a portfolio of ~80-100 business clients with revenue > $5M; support credit deals up to ~$15M.
  • Deliver customized banking solutions addressing client needs and risk.
  • Cultivate long-term primary banking relationships through in-person/virtual calls.
  • Coordinate with Branch, Wealth Management, and Private Bank to deliver personal financial solutions.
  • Onboard clients with treasury products and ensure end-to-end delivery.
  • Adhere to risk management protocols and regulatory requirements.

Skills

Relationship management
Banking knowledge
Client communication
Risk awareness
Negotiation

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office
Outlook
Excel
PowerPoint

Job description

Chase is seeking a Senior Business Relationship Manager in Business Banking to manage a portfolio of large, profitable clients with annual revenue around $5M+. The role focuses on deposits, cash management, and credit opportunities up to about $15M, while deepening relationships and leveraging referrals to gain new business.

The BRM Senior will provide a high-touch experience, coordinate with cross-functional teams, and maintain rigorous risk controls to protect the firm and support client goals.

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