Business Relationship Manager I - Officer (English, Yiddiush and Hebrew Preferred))

Business Relationship Manager (BRM) – Business Banking

If you are customer focused, enjoy building relationships, and providing financial advice to your clients, a role as a Business Relationship Manager is for you.

As a Business Relationship Manager (BRM) in Business Banking, you will help improve the lives of clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice, with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 70–90 business clients with annual revenue of $1–$5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business; follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships; regularly review processes and strategies with your manager and make adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required Qualifications, Capabilities, and Skills

• Minimum of 1 year of experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit; understanding of core business products and services, including how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally, with the ability to build relationships with clients and internal partners
• Ability to balance client needs with associated risks and the interests of the firm; recognize issues or problems and determine when to escalate or handle independently
• Ability to determine and balance priorities on a daily basis to achieve business objectives; demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree in Finance or a related field, or equivalent work experience
• Strong current business network