Strategic Business Banking Advisor

Aumni; Plano (TX); In loco; USD 80.000 - 125.000; Tempo pieno

Descrizione del lavoro

Chase is seeking a Business Relationship Manager in its Business Banking division to manage a portfolio of 70–90 business clients with $1–$5 million in annual revenue. The role focuses on delivering tailored financial solutions, risk-aware recommendations, and proactive relationship development through regular in-person client visits.

The ideal candidate has at least 1 year of Business Banking Relationship Management or related lending experience, strong communication skills, and proficiency in

Competenze

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• Strong communication with clients and internal partners.
• Ability to balance client needs with firm risk and make prudent recommendations.
• Proficient in MS Office (Outlook, Excel, Word, PowerPoint).

Mansioni

• Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million; manage credit opportunities up to $500,000.
• Deliver customized business banking solutions aligned to client needs.
• Build relationships with COIs and clients through regular in-person visits.
• Identify and pursue potential new business clients to expand primary banking relationships.
• Collaborate with branches and partners to meet client goals while managing risk.

Conoscenze

Business banking experience

Relationship management

Credit knowledge

Communication skills

MS Office

Formazione

Bachelor’s degree in Finance or related field

Descrizione del lavoro

Chase is seeking a Business Relationship Manager in its Business Banking division to manage a portfolio of 70–90 business clients with $1–$5 million in annual revenue. The role focuses on delivering tailored financial solutions, risk-aware recommendations, and proactive relationship development through regular in-person client visits.

The ideal candidate has at least 1 year of Business Banking Relationship Management or related lending experience, strong communication skills, and proficiency in