Business Relationship Manager I - Officer

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job description. Content: - Intro paragraph: "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 I (BRM) in Business Banking, you'll be helping to 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." That's prose about role. Could be "About the role" section. - Job Responsibilities: list of duties. We need to extract bullet points. Responsibilities text: "Acquire, manage, and retain a portfolio of 100-130 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 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" We need to format each as

inside

. - Required Qualifications, Capabilities, And Skills: list. "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 with understanding of general business practices 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 Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with 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" These are qualifications/skills. Could be under "Qualifications" or "Skills". The instruction says use headings like Qualifications, Skills. We can combine? Probably separate: "Qualifications" for experience/education, "Skills" for abilities. But we have both required qualifications and preferred qualifications. We have "Preferred Qualifications, Capabilities, And Skills": "Bachelor's degree in Finance or related field or equivalent work experience Strong current business network" Thus we can have sections: Responsibilities, Required Qualifications, Preferred Qualifications (or just Qualifications). Could also have Skills section for MS Office etc. But we can include under Qualifications. We also have "ABOUT US" and "About The Team". That's descriptive about company, not required to include? The instruction: preserve ALL substantive information; do not invent or summarize away detail. Remove boilerplate like EEO etc. The "ABOUT US" and "About The Team" are substantive about company; we could include under "About the company" but not a prescribed heading. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. No "About the company". So we might need to incorporate that info into "About the role" or maybe omit? The instruction: "Prefer a few substantive sections over many thin ones." We could put company info under "About the role" as additional prose. However "About the role" is supposed to be about the role, not company. But we can still include. We also have benefits info: "We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process." Thus we have Benefits and Pay info. Pay: base salary determined based on role, experience, skill set and location; commission-based pay and/or discretionary incentive compensation. That's specific enough for Pay section. Benefits: list of benefits. Schedule: not mentioned. So we omit Schedule. Requirements: maybe we can have a Requirements section for required qualifications? But we already have Qualifications. The instruction says use headings like Requirements, Qualifications, Skills. We could put required qualifications under "Requirements" and preferred under "Qualifications" or "Preferred Qualifications". But we only have allowed headings list; we can use "Requirements" for required qualifications, "Qualifications" for preferred? Or we could combine. Better: Use "Requirements" for required qualifications, "Qualifications" for preferred qualifications, and "Skills" for skills (MS Office). But we have skills also in required qualifications (communication, balancing, etc). Might be overlapping. Simplify: Use "Responsibilities", "Requirements" (for required qualifications), "Qualifications" (for preferred qualifications), "Skills" (for MS Office proficiency), "Benefits", "Pay". That covers. Check if any content missing: The intro paragraph about role could go under "About the role". We'll include that. Now ensure we don't include boilerplate: EEO, equal opportunity, etc. Remove those lines. Also remove "Visit our FAQs for more information about requesting an accommodation." etc. Also remove "Equal Opportunity Employer/Disability/Veterans". Also remove "About The Team" maybe? It's substantive about team but not in allowed headings. Could we incorporate into "About the role"? Might be okay. But we risk adding content not fitting heading. However instruction: preserve ALL substantive information; do not invent or summarize away detail. If we omit "About The Team" we lose substantive info. So we need to include it somewhere. Since we cannot create new headings beyond allowed list, we could put it under "About the role" as extra prose. That would preserve it. Similarly "ABOUT US" could go under "About the role". That would duplicate but okay. We must not repeat the job title as a heading. Already not. Now produce HTML fragment. Structure:

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 I (BRM) in Business Banking, you'll be helping to 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.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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.

Then Responsibilities:

Responsibilities

• Acquire, manage, and retain a portfolio of 100-130 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 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
Then Requirements (required qualifications):

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, understanding of core business products and services with understanding of general business practices 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
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with 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
But note MS Office proficiency could be Skills. However we already have it here; we could move to Skills. Let's keep it under Requirements for simplicity, but we also have a Skills heading maybe empty. Better to split: Requirements for experience/knowledge, Skills for MS Office and communication etc. But communication etc are also skills. Might be okay. Let's create:

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, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market

Skills

• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with