Business Relationship Manager Senior Acquisition - Vice President

About the role

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. 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 ~$3 MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share while delivering a high‑touch experience and managing risk.

Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40 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; provide support to 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 the financial needs and circumstances of their businesses.
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, cultivating long‑term primary banking relationships.
• Develop a strong internal referral network in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners.
• Leverage knowledge of diverse business types, industries, markets, financial and economic concepts, and creative marketing techniques using Chase resources to develop business networks and prospects.
• Develop relationships with clients, prospects and centers of influence through in‑person/virtual calls to understand business and owner needs and build a full financial relationship.
• Understand the personal financial goals and needs of the owner(s); utilize personal banking products and partner with Branch, Wealth Management and Private Bank to deliver appropriate personal financial solutions.
• Partner with product specialists to ensure seamless onboarding of new accounts and the full suite of products and services; leverage service teams to deliver an outstanding client experience.
• Protect the firm by following sound risk‑management protocols, control policies and regulatory requirements.

Required qualifications, capabilities, and skills

• 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 and non‑profit boards.
• Demonstrated tactical business development and negotiation skills; self‑directed, proactive, creative, and able to use sound judgment to navigate ambiguity.
• Strong relationship‑building and excellent communication skills with individuals at all levels, internally and externally; ability to influence outcomes and leverage technology effectively.
• Strong knowledge of deposit and cash‑management products and services, and of business credit underwriting with commercial credit training; ability to offer comprehensive, customized solutions and anticipate client needs.
• Ability to balance client needs with associated risks and the firm’s interests.
• Excellent organizational skills with the ability to manage, prioritize, work under pressure and meet tight deadlines.

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or a related field, or equivalent work experience.
• Minimum of 3 years managing clients with revenue greater than $10 million.
• In‑depth knowledge of diverse business types, industries, markets, and financial/economic concepts.
• Proficiency in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.

Benefits

We offer a competitive total rewards package that includes a base salary determined by role, experience, skill set and location, as well as commission‑based pay and/or discretionary incentive compensation paid in cash and/or forfeitable equity. Additional 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. Further details about total compensation and benefits will be provided during the hiring process.

Pay

Base salary is determined based on the role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.