Business Relationship Manager I Officer

About the role

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’ll help improve the lives of our 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.

Responsibilities

• Acquire, manage, and retain a portfolio of 100‑130 business clients with annual revenue of $1‑$5 million for 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 manager, making 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

• Minimum of 1 year 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, and awareness of 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 firm’s interests, recognizing issues and determining when to escalate or handle independently.
• Demonstrated ability to prioritize daily tasks to achieve business objectives, own client problems, and follow through with commitment.
• Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.

Preferred qualifications

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

Benefits

• Comprehensive health‑care coverage.
• On‑site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.
• Additional benefits and programs based on eligibility.

Pay

We offer a competitive total rewards package including a base salary determined based on the role, experience, skill set, and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.