Apply on Employer Site

Chase · 2 months ago

Business Relationship Manager Senior Acquisition Vice President

15100 S Lagrange Rd, Orland Park, IL, 60462, US

Full-time

Onsite

Mid, Senior Level

$109K/yr - $169K/yr

5+ years exp

Chase is a leading financial services firm, and they are seeking a Senior Business Relationship Manager in their Business Banking division. This role involves developing and managing a portfolio of large business clients, focusing on business development, client experience, and risk management.

BankingFinancial Services

Responsibilities

Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed

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

Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships

Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners

Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects

Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship

Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions

Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience

Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Qualification

Business Banking Relationship ManagementBusiness DevelopmentDepositCash ManagementNegotiation SkillsCommercial Credit TrainingOrganizational SkillsFinancial KnowledgeMicrosoft Office ProficiencyCommunication SkillsRelationship Building

Required

Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience

Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards

Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently

Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate

Balance needs of clients with associated risks and interests of the firm

Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines