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 (BRM) in Business Banking is for you. 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 70 – 90 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 portfolio profitability.
- 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 to maintain and grow relationships.
- Review processes and strategies with the manager on a regular basis, making adjustments as needed.
- Identify and pursue potential new business clients, cultivating long‑term, primary banking relationships.
- Identify the personal financial goals and needs of business clients; collaborate with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists.
- Provide leadership by actively supporting assigned branches and protect the firm by following sound risk‑management protocols and adhering to regulatory requirements.
Requirements
- 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, core business products and services, and 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; recognize issues and determine when to escalate or handle independently.
- Demonstrated ability to prioritize daily tasks, 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.
Compensation and Benefits
We offer a competitive total‑rewards package that includes a base salary determined by role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, in recognition of individual achievements and contributions.
- 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
About the Team
The Consumer & Community Banking division serves Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small‑business loans, and payment processing. Business bankers in the Consumer Bank provide financial solutions to small‑business owners across the United States, helping them start, run, and grow their businesses. The team partners with clients throughout the process, investing in communities and people for the long term.