Senior Business Relationship Manager – Deepening & Growth

Fairygodboss

Whittier (CA)

On-site

USD 90,000 - 150,000

Full time

14 days+
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Job summary

Chase is seeking a Senior Business Relationship Manager in Business Banking to deepen relationships with large clients and manage deposits, cash management, and credit opportunities up to $15 million.

The role emphasizes high-touch service, risk management, and collaboration with Branch, Wealth Management and Private Bank to deliver tailored financial solutions and expand primary banking relationships.

Qualifications

  • Minimum 5 years in a Business Banking Relationship Management role or related business lending.
  • Strong knowledge of deposit and cash management products and business credit underwriting.
  • Ability to build relationships and provide proactive financial solutions.

Responsibilities

  • Manage and deepen a portfolio of 80–100 business clients with >$5MM revenue; credit up to $15MM.
  • Deliver customized banking solutions and exceptional client experiences.
  • Identify growth opportunities and referrals to expand primary banking relationships.
  • Conduct in-person/virtual client calls and maintain strong client relationships.
  • Collaborate with Branch, Wealth Management and Private Bank to tailor financial solutions.

Skills

Relationship building
Credit underwriting
Communication
Risk management
Industry knowledge

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 Business Banking to deepen relationships with large clients and manage deposits, cash management, and credit opportunities up to $15 million.

The role emphasizes high-touch service, risk management, and collaboration with Branch, Wealth Management and Private Bank to deliver tailored financial solutions and expand primary banking relationships.

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