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Chase · 2 weeks ago

Business Relationship Manager II - Assistant Vice President

300 S Bryant Ave, Edmond, OK, 73034, US

Full-time

Onsite

Mid Level

3+ years exp

Chase is a financial services company seeking a Business Relationship Manager II to enhance clients' businesses through tailored financial solutions. The role involves managing a portfolio of clients, providing financial advice, and building long-term relationships while ensuring risk management and compliance.

BankingFinancial Services

Responsibilities

Acquire, manage, and retain a portfolio of 80 – 100 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 $1.5 million

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 KnowledgeRelationship ManagementMS Office ProficiencyPrioritization SkillsBusiness NetworkingCommunication SkillsProblem Solving

Required

Minimum of 3 years' 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