Chase · 1 hour ago
Business Relationship Manager Senior - Not-for-Profit
201 S Main St, Salt Lake City, UT, 84111, US
Full-time
Onsite
Senior Level, Lead/Staff
$104K/yr - $157K/yr
8+ years expChase 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. As a Business Relationship Manager Senior Not-for-Profit, you’ll manage existing client relationships and develop new business strategies focused on client selection, providing an outstanding client experience while adhering to regulatory frameworks.
BankingFinancial Services
Responsibilities
Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
Manage a portfolio of 50-65 clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
Manage credit opportunities within assigned portfolio up to $40 million
Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Qualification
Required
Minimum of 8 years' experience in business banking relationship management role or related business lending experience
Bachelor's degree in Finance or related field, or equivalent work experience
Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
Able to identify innovative solutions to best serve client and/or manage risk
Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred
Expert knowledge of business, credit underwriting with commercial credit training
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
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