Business Relationship Manager I Officer

Job Description
Business Relationship Manager (BRM) in Business Banking helps improve the lives of clients and the well‑being of their businesses through financial solutions, education, and advice. The BRM manages a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Responsibilities

Acquire, manage, and retain a portfolio of 100‑130 business clients with annual revenue of $1‑$5 million for assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.

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, 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 assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements.

Required Qualifications

Minimum of 1 year 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 or market.

Strong communication skills with individuals at all levels, internally and externally and 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 escal‐ or handle independently.

Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment.

Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint.

Preferred Qualifications

Bachelor’s degree in Finance or related field or equivalent work experience.

Strong current business network.

Compensation and Benefits
Competitive total rewards package including base salary determined based on 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. 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.

Equal Opportunity Employer
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. Visit our FAQs for more information about requesting an accommodation.

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