Business Relationship Manager Senior Acquisition - Vice President

About the role

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll develop and manage a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. This role provides a high-touch experience by building relationships and offering financial advice with an emphasis on client experience and risk management, while acquiring new relationships, retaining, and deepening existing ones.

Responsibilities

• Acquire, retain, and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million.
• Provide business deposit and cash management solutions and manage business credit opportunities up to $15 million.
• Support branch-based business bankers on sizeable business credit deals as needed.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs.
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to identify and pursue potential new business clients.
• Develop strong referral networks internally in partnership with Private Bank, Asset Wealth Management, Middle Market, and One Chase to identify new opportunities for all partners.
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, and creative marketing techniques to develop business networks and prospects.
• Develop relationships with clients, prospects, and centers of influence through in-person/virtual calls to understand business needs and develop full financial relationships.
• Understand the personal financial goals and needs of business owners and utilize knowledge of personal banking products to deliver appropriate solutions in partnership with Branch, Wealth Management, and Private Bank.
• Partner with product specialists to ensure seamless client onboarding and end-to-end delivery of new accounts and full suite of products and services.
• Protect the firm by following sound risk management protocols, control policies, and adhering to regulatory requirements.

Requirements

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience.
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards.
• Demonstrates strong tactical business development and negotiation skills; self-directed, proactive, and creative.
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally.
• Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively.
• Strong knowledge of deposit and cash management products and services, and business credit underwriting with commercial credit training.
• Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs.
• Monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives.
• Balances needs of clients with associated risks and interests of the firm.
• Excellent organizational skills and the ability to manage, prioritize, work under pressure, and meet tight deadlines.

Preferred Qualifications

• Bachelor's degree in Finance or related field, or equivalent work experience.
• Minimum of 3 years' managing clients with >$10MM revenue.
• In-depth knowledge of diverse types of businesses, industries, markets, financial, and economic concepts.
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.

Benefits

We offer a competitive total rewards package including 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 the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. 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.

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. Our business bankers work within the Consumer Bank to provide financial solutions to small business owners across the U.S.