Strategic Business Banking Relationship Manager

Aumni; Indianapolis (IN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Tuition reimbursement

Mental health support

Financial coaching

On-site wellness centers

Job summary

Chase is seeking a Business Relationship Manager in our Business Banking division to help clients grow their businesses through tailored financial solutions and expert advice. You will manage a portfolio of new and existing business clients, delivering education, risk-aware guidance, and relationship-driven service.

You will regularly meet with clients at their places of business, identify opportunities, collaborate with partners, and uphold our commitment to client experience and sound risk

Qualifications

• Minimum 1 year experience in a Business Banking Relationship Management role or related business lending experience.
• Understanding of core business products and services and how business needs vary by industry/market.
• Strong communication skills with clients and internal partners; ability to build relationships.

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1-5 million; provide banking solutions and manage credit opportunities up to $500,000.
• Deliver an outstanding experience to Chase business clients with customized banking solutions.
• Identify and promote solutions that best serve the client and portfolio profitability.
• Conduct in-person calls with prospects, COIs, and clients to maintain and expand relationships; adjust strategies with management.
• Identify and pursue new business clients to cultivate long-term relationships.
• Collaborate with partners across lines of business to meet client financial goals.
• Support branches and maintain risk management and regulatory compliance.

Skills

Client relationship management

Communication skills

Risk management

MS Office proficiency

Education

Bachelor’s degree in Finance

Tools

Outlook

Excel

Word

PowerPoint

Job description

Chase is seeking a Business Relationship Manager in our Business Banking division to help clients grow their businesses through tailored financial solutions and expert advice. You will manage a portfolio of new and existing business clients, delivering education, risk-aware guidance, and relationship-driven service.

You will regularly meet with clients at their places of business, identify opportunities, collaborate with partners, and uphold our commitment to client experience and sound risk