Business Relationship Manager II - Assistant Vice President

About the role

As a Business Relationship Manager II (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'll 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 your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs and circumstances.
• 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, 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; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists.
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements.

Requirements

• Minimum of 3 years' 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 familiarity with 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 the needs of clients with associated risks and the interests of the firm, recognizing issues or problems and determining when to escalate or handle independently.
• Demonstrated ability to determine and balance priorities daily to achieve business objectives, own problems on clients' behalf, and follow through with commitments.
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Preferred Qualifications

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

Benefits

• Competitive total rewards package including base salary, commission-based pay, and/or discretionary incentive compensation (cash and/or forfeitable equity).
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support and financial coaching.

About Us

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 Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We partner with clients throughout the process, investing in our communities and people for the long-term.