This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Job Description
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.
Job 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; 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, looking for ways to cultivate long‑term primary banking relationships
Develop strong referral network 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, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Develop relationships with clients, prospect and centers of influence through in‑person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
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
Partner with product specialists to ensure clients are onboarded seamlessly with end‑to‑end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
Protect the firm by following sound risk management protocols and control policies and adhering to 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, non‑profit boards
Demonstrates strong tactical business development and negotiation skills. Self‑directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
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
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
Balance 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, Capabilities, And Skills
Bachelor’s degree in Finance or related field, or equivalent work experience
Minimum of 3 years’ managing clients >$10+MM 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 a base salary determined by role, experience, skill level, and location. Eligible roles may receive commission‑based pay, discretionary incentive compensation, and a range of benefits such as comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.
Equal Opportunity Employer/Disability/Veterans
We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
#J-18808-Ljbffr
Worksite address
albuquerque, NM, 87101, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.