Salt Lake City, UT, USA
10 days ago
Business Relationship Manager II- Assistant Vice President

Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world’s most innovative banks. 

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 II (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’ll 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 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 $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 

 Required qualifications, capabilities, and skills 

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 

 Preferred qualifications, capabilities, and skills 

Bachelor’s degree in Finance or related field or equivalent work experience  

Strong, current business network 

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