Business Banking - Business Relationship Manager I

Company: American Association of People with Disabilities
Location: Thousand Oaks
Posted on: January 25, 2023

Job Description:

Business Banking - Business Relationship Manager I As a Business Relationship Manager (BRM), you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. The BRM manages a portfolio of business clients by building relationships and providing financial advice with a focus on client experience and risk management. Business Banking is looking for a BRM to develop new business and deepen existing relationships to position Chase as the primary bank for our clients.Responsibilities (in order of importance):

• Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase
• Acquire, manage, and retain a portfolio of 70 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage 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. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
• 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
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements
• Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as neededQualifications:
  • 1-3 years of experience in a business banking relationship management role or related business lending experience; direct in-person contact preferred
  • Bachelor---s degree in Finance or related field or equivalent work experience strongly preferred
  • Understanding of core business products and services
  • General business experience and knowledge of business credit
  • Strong communication skills with individuals at all levels, internally and externally
  • Ability to build relationships with clients and internal partners
  • Ability to recognize an issue or problem and determine when to escalate or handle independently
  • Ability to balance needs of clients with associated risks and interests of the firm
  • Ability to determine and balance priorities on a daily basis to achieve business objectives
  • Demonstrated ability to own problems on clients--- behalf and follow through with commitment
  • Understanding of general business practices and how business needs vary by industry/market
  • Strong current business network preferred
  • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
  • Ability to travel occasionally for key business meetings and training
    Keyword: home%20lendingAs a Business Relationship Manager (BRM), you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. The BRM manages a portfolio of business clients by building relationships and providing financial advice with a focus on client experience and risk management. Business Banking is looking for a BRM to develop new business and deepen existing relationships to position Chase as the primary bank for our clients.Responsibilities (in order of importance):
    • Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase
    • Acquire, manage, and retain a portfolio of 70 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage 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. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
    • Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
    • 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
    • Protect the firm by following sound risk management protocols and adhering to regulatory requirements
    • Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as neededQualifications:
      • 1-3 years of experience in a business banking relationship management role or related business lending experience; direct in-person contact preferred
      • Bachelor---s degree in Finance or related field or equivalent work experience strongly preferred
      • Understanding of core business products and services
      • General business experience and knowledge of business credit
      • Strong communication skills with individuals at all levels, internally and externally
      • Ability to build relationships with clients and internal partners
      • Ability to recognize an issue or problem and determine when to escalate or handle independently
      • Ability to balance needs of clients with associated risks and interests of the firm
      • Ability to determine and balance priorities on a daily basis to achieve business objectives
      • Demonstrated ability to own problems on clients--- behalf and follow through with commitment
      • Understanding of general business practices and how business needs vary by industry/market
      • Strong current business network preferred
      • Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
      • Ability to travel occasionally for key business meetings and training
        Keyword: home%20lending

Keywords: American Association of People with Disabilities, Thousand Oaks , Business Banking - Business Relationship Manager I, Executive , Thousand Oaks, California