Business Relationship Manager Area Manager Executive Director
Job Responsibilities
Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management.
Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management.
Manage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner.
Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges.
Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards.
Recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment.
Required Qualifications, Capabilities, And Skills
- Minimum of 7 years' experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
- Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
- Strong communication skills with individuals at all levels, internally and externally
- Analyze reports, metrics, and other data to identify trends, issues, and opportunities
- Prioritize and manage multiple tasks and projects simultaneously
- Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change
- Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
- Bachelor's degree in Finance or related field or equivalent work experience
- Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Preferred Qualifications, Capabilities, And Skills
- Expertise in relationship management and client service
- Experience in managing a relationship development team
- High proficiency in financial analysis and modeling
- Knowledge of regulatory compliance and risk management
- Ability to work effectively in a fast-paced, dynamic environment
- Leadership experience in a similar role
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.