Business Relationship Manager Senior Deepening - Vice President

We need to output HTML fragment with sections only if content present. Use

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide which sections have real content. From posting: - Job Description paragraph: "If you are customer focused..." That's about the role. So we can have

About the role

with that paragraph. - Responsibilities: there is a list of duties under "Job Responsibilities". We'll extract bullet points. - Required Qualifications, Capabilities, And Skills: that's qualifications and skills. Could split into Qualifications and Skills sections. But we have headings: Qualifications, Skills. We need to decide if we have content for both. The posting includes "Required Qualifications, Capabilities, And Skills" then bullet list of qualifications and skills. Also "Preferred Qualifications, Capabilities, And Skills". So we have qualifications (minimum 5 years experience, knowledge, etc.) and skills (relationship-building, communication, organizational, etc.). Could combine into one Qualifications section, but we have separate headings allowed. We could put qualifications under

Qualifications

and skills under

Skills

. Need to ensure we don't create empty sections. - Benefits: The posting mentions "We offer a competitive total rewards package..." includes benefits: health care, wellness centers, retirement savings, backup childcare, tuition reimbursement, mental health support, financial coaching, etc. Also mentions commission-based pay etc. So we have Benefits and maybe Pay. Pay: "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". That's pay info. So we can have Pay section. - Schedule: Not mentioned. So omit Schedule. - About Us: Could be considered "About the role"? Already used. Could also have "About the team" but not a heading we have. We have only defined headings. We could put About Us under About the role? But we already used About the role for the initial description. Could also add another About the role? Better to keep About the role as the initial description; maybe we can add a separate section "About the team" but not allowed headings. So we ignore About Us and About The Team as they are not in allowed headings; but we must preserve ALL substantive information. However instructions: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples; we can use other headings? Probably we should stick to those given. But we need to preserve all substantive information; we could include About Us and About The Team as paragraphs under a generic section like "About the role" or maybe under "About the role" we can include both. However About the role already used for initial description; we could expand it to include About Us and About The Team as additional paragraphs. That would preserve info. - Also there is "Job Description" heading at start; we ignore as not needed. - Remove boilerplate: EEO, equal opportunity, etc. Remove navigation, legal, etc. So we omit the equal opportunity statement. - Also remove "Visit our FAQs..." etc. - Also remove "About The Team" maybe we incorporate. Thus final HTML:

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) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

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. 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.

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

• Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $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
• 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.
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Then Qualifications:

Qualifications

• Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of 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 when appropriate
• Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments
• 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 and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

But we also have Preferred Qualifications. Could add another section "Preferred Qualifications" but not in list. Could incorporate into Qualifications as separate bullet list with note "Preferred". However we must not invent headings. Could add a second Qualifications section? Might be duplicate heading. Better to add a separate section "Preferred Qualifications" but not allowed? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "e.g." implying those are examples; we could still use other headings if needed. However to be safe, we could incorporate preferred qualifications into Qualifications section with a note. But we might lose distinction. However we can add a separate

Preferred Qualifications

as it's still a heading; not prohibited. The instruction didn't say we cannot use other headings, just gave examples. I think it's okay to add Preferred Qualifications. Similarly Skills: we have many skills already in qualifications; but we could separate skills: relationship-building, communication, organizational, self-directed, etc. However we already included them in qualifications. Could create Skills section for those. But we might duplicate. Better to follow the instruction: we have Qualifications and Skills headings available. So we should split: Qualifications: experience, knowledge, etc. Skills: relationship-building, communication, organizational, self-directed, etc. Let's extract. From Required Qualifications, Capabilities, And Skills bullet list includes both qualifications and skills. We'll separate: Qualifications (hard requirements): - Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience - Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Skills (capabilities): - 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 when appropriate - Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments - 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 and efficiently - Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines - Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done - Balance needs of clients with associated risks and interests of the firm Preferred Qualifications could be separate section. Now Benefits: we have paragraph about benefits. Pay: we have paragraph about base salary and commission. Now we need to ensure we don't include boilerplate like EEO etc. Let's craft final HTML. We'll include sections: About the role, Responsibilities, Qualifications, Skills, Preferred Qualifications, Benefits, Pay. Check each for content. About the role: we have paragraphs (including mission, etc.) Good. Responsibilities: list. Qualifications: two bullet items. Skills: six bullet items. Preferred Qualifications: bullet items: Bachelor's degree in Finance or related field, or equivalent work experience; Minimum of 3 years' managing clients >$10+MM revenue; Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint; In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Benefits: paragraph about benefits. Pay: paragraph about base salary and commission. Make sure not to include