Business Relationship Managers
- Full-time
Company Description
Jobs for Humanity is collaborating with upwardlyglobal to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.
Company Name: upwardlyglobal
Company Name: upwardlyglobal
Job Description
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 I (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 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:
- 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 $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 business;
- 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;
- 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;
- 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;
- 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;
- 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;
- Bachelor's degree in Finance or related field or equivalent work experience;
- Strong current business network;