Relationship Manager II

You are customer focused, enjoy building relationships and providing financial advice to your clients.

A role as a Business Relationship Manager is for you.

As a Business Relationship Manager II (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice.

You'll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities


* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million


* 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


* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.

Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.

Regularly review processes and strategies with manager, making adjustments as needed


* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships


* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs


* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills


* Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience


* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market


* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners


* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently


* Determine and balance priorities on a daily basis to achieve bu...