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Chase · 3 weeks ago

Business Relationship Manager I - Officer - English and Spanish Language Required

896 W Beverly Blvd, Montebello, CA, 90640, US

Full-time

Onsite

Entry Level

$69K/yr - $100K/yr

1+ years exp

Chase is a financial services company seeking a Business Relationship Manager I to enhance client relationships and provide financial advice. The role involves managing a portfolio of business clients, delivering customized banking solutions, and ensuring compliance with risk management protocols.

BankingFinancial Services

Responsibilities

Acquire, manage, and retain a portfolio of 100-130 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 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 (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, 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 and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Qualification

Business Banking ExperienceBusiness Credit KnowledgeCommunication SkillsMS Office ProficiencySpanish LanguageRisk ManagementPrioritization SkillsRelationship BuildingProblem Solving

Required

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

Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate 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

Spanish language required