Senior Not-for-Profit Banking Relationship Leader

Aumni; Louisville (KY); On-site; USD 85,000 - 120,000; Full time

Job summary

Chase is seeking a Senior Business Relationship Manager for Not-for-Profit clients in Business Banking. You will manage existing relationships and develop strategies to attract new not-for-profit clients while delivering tailored financial solutions.

Responsibilities include growing a 50-65 client portfolio, overseeing credit opportunities up to $40 million, and maintaining strict adherence to risk and regulatory requirements.

Qualifications

• 8+ years in business banking relationship management or related lending
• Bachelor’s degree in Finance or related field, or equivalent experience
• Knowledge of Not-for-Profit regulatory requirements and RFP due diligence
• Ability to identify innovative, proactive solutions for clients
• Demonstrate judgment to tailor comprehensive solutions and assess segment trends
• Strong local business network, leadership in community organizations

Responsibilities

• Build collaborative internal and external relationships to provide best-in-class client advice and service.
• Serve as trusted advisor delivering tailored banking products to Not-for-Profit clients.
• Manage a portfolio of 50-65 clients and grow it through prospecting for new clients and deepening relationships.
• Manage credit opportunities within portfolio up to $40 million.
• Leverage referral networks to identify and pursue potential new clients and long-term relationships.
• Analyze client organizations to identify growth opportunities and profitability of the Not-for-Profit portfolio.
• Adhere to risk management protocols and regulatory requirements.

Skills

Relationship management

Credit underwriting

Not-for-Profit knowledge

Risk management

Client development

Networking

Due diligence

Education

Bachelor's degree in Finance or related field

Job description

Chase is seeking a Senior Business Relationship Manager for Not-for-Profit clients in Business Banking. You will manage existing relationships and develop strategies to attract new not-for-profit clients while delivering tailored financial solutions.

Responsibilities include growing a 50-65 client portfolio, overseeing credit opportunities up to $40 million, and maintaining strict adherence to risk and regulatory requirements.