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Business Relationship Manager I- Officer

Business Relationship Manager I- Officer

Veterans StaffingNew York, NY, US
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Business Relationship Manager

If 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 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 will 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 include :

  • Acquiring, managing, and retaining a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; providing business deposit and cash management solutions and managing business credit opportunities up to approximately $500,000.
  • Delivering 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.
  • Using 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 conducting in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Following a disciplined relationship development process by identifying steps / strategies necessary to effectively maintain and build relationships.
  • Identifying and pursuing potential new business clients, looking for ways to cultivate long-term, primary banking relationships.
  • Identifying the personal financial goals and needs of business clients; building collaborative relationships with partners across lines of business to connect clients with specialists who can help meet their financial needs.
  • Providing leadership by actively supporting your assigned branches and protecting the firm by following sound risk management protocols and adhering to regulatory requirements.

Required qualifications, capabilities, and skills include :

  • 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 / market.
  • Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners.
  • Balancing needs of clients with associated risks and interests of the firm and recognizing an issue or problem and determining when to escalate or handle independently.
  • Determining and balancing 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, capabilities, and skills include :

  • Bachelor's degree in finance or related field or equivalent work experience.
  • 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. We offer a competitive total rewards package including base salary determined based on the 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These 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. Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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.

    Base Pay / Salary : New York, NY $71,250.00 - $110,000.00 / year

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