Business Relationship Manager Senior Not for Profit- Vice President
About the role
If you are customer focused, enjoy building relationships, and providing financial advice to Government Not-for-Profit clients, this role as a Business Relationship Manager Senior Government Not-for-Profit is for you. You'll manage existing client relationships and develop new business strategies focused on client selection, provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Responsibilities
- Build collaborative internal and external relationships to provide the best in client advice and service, and develop the business to ensure a seamless experience for clients who have multiple products and services.
- Serve as a trusted advisor to clients in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Government Not-for-Profit clients.
- Manage a portfolio of clients; grow the portfolio by prospecting for new clients and deepening relationships with existing clients.
- Manage credit opportunities within assigned portfolio up to $40 million.
- Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, cultivating long-term relationships.
- Build relationships by calling on existing clients to understand their organizations/institutions, analyze product and service growth opportunities, and ensure profitability of the Government Not-for-Profit portfolio.
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements.
Requirements
- Minimum of 8 years' experience in a business banking relationship management role or related business lending experience.
- Bachelor's degree in Finance or related field, or equivalent work experience.
- Knowledge of the unique requirements, laws, regulations, and risk management for the Government Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence.
- Able to identify innovative solutions to best serve clients and/or manage risk.
- Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitor and research segment trends and outcomes to anticipate client needs and present proactive solutions.
- Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce and Non-Profit boards.
Preferred Qualifications
- Expert knowledge of business and credit underwriting with commercial credit training.
Benefits
- Competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
- Commission-based pay and/or discretionary incentive compensation for eligible roles, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
- 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.
The 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 provide financial solutions to small business owners across the U.S., partnering with clients throughout the process and investing in our communities and people for the long-term.