Business Relationship Manager II - Assistant Vice President
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate, EEO, etc. Must preserve all substantive info. We need to parse the job description. Content: - Opening paragraph: "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 II (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'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." That's about the role. Could be "About the role" section. - Job Responsibilities: list of bullet points (multiple sentences). We'll need to extract each bullet as
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but likely they want only those. However we could include About Us as a paragraph under About the role or maybe as a separate section not using those headings? Safer to stick to the given headings and incorporate About Us and About The Team into About the role or maybe omit? But we must preserve ALL substantive information. If we omit About Us and About The Team, we lose info. So we need to include that info somewhere. Could incorporate into About the role section as additional paragraphs. That would preserve.
Thus About the role will contain the intro paragraph plus the About Us and About The Team descriptions.
Now we need to ensure we don't include boilerplate: EEO, equal opportunity, disability/veterans, FAQs, etc. Remove those lines.
Also remove "Visit our FAQs for more information about requesting an accommodation." and "Equal Opportunity Employer/Disability/Veterans". Also remove "We also make reasonable accommodations..." etc.
Also remove "Additional details about total compensation and benefits will be provided during the hiring process." maybe we can keep as part of Benefits or Pay? It's generic; but it's substantive? It's a statement that details will be provided later. Might be considered boilerplate? It's not specific benefit. Might be okay to keep but it's vague. The instruction: "never emit a heading followed by filler/placeholder text (e.g. 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". This sentence is not filler but it's a statement that details will be provided later. It's not specific benefit. Might be okay to keep but could be considered filler. I'd lean to omit because it's not specific detail. However it's part of the benefits description. Might be safe to keep as a sentence under Benefits: "Additional details about total compensation and benefits will be provided during the hiring process." It's not filler like TBD. It's a statement. I'd keep.
Now we need to output only HTML fragment, no /, no markdown fences.
We'll produce something like:
About the role
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 II (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'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.
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.
Responsibilities
- Acquire, manage, and retain a portfolio of 70 – 90 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 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
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 with understanding of general business practices and how business needs vary by industry/market
Qualifications
- Bachelor's degree in Finance or related field or equivalent work experience
- Strong current business network
Skills
- 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
- Determ