Senior Business Relationship Manager — Deepening Growth

Next Frontier Capital; Whittier (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

Chase is seeking a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking to manage a portfolio of 80-100 profitable business clients with annual revenue >$5MM, delivering high-touch financial advice and deposit/cash management solutions.

You will expand relationships, leverage referrals, and coordinate with branches, Wealth Management and Private Bank to onboard new credit and treasury solutions while maintaining strong risk controls.

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 excellent communication skills at all levels; ability to influence others and leverage technology.

Responsibilities

• Manage, retain and deepen a portfolio of 80-100 business clients with annual revenue >$5M; provide deposits, cash management and credit opportunities up to ~$15M.
• Deliver customized business banking solutions and an outstanding client experience.
• Onboard clients with treasury products and coordinate with Branch, Wealth Management and Private Bank.
• Cultivate long-term, primary banking relationships through in-person or virtual calls.
• Maintain risk management protocols and regulatory compliance.

Skills

Relationship building

Communication skills

Banking knowledge

Risk management

Client management

Education

Bachelor’s degree in Finance or related field

Tools

Microsoft Office

Job description

Chase is seeking a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking to manage a portfolio of 80-100 profitable business clients with annual revenue >$5MM, delivering high-touch financial advice and deposit/cash management solutions.

You will expand relationships, leverage referrals, and coordinate with branches, Wealth Management and Private Bank to onboard new credit and treasury solutions while maintaining strong risk controls.