Business Relationship Manager I
On-site · Lakewood, New Jersey, United States
Job Summary
Manage a portfolio of 70–90 business clients with annual revenue of $1–$5 million for assigned Chase branches; provide business deposit and cash management solutions and manage business credit opportunities up to about $500,000. Deliver customized business banking solutions, identify and promote financial solutions that support client profitability, conduct in-person calls at client sites, develop long-term banking relationships with partners across lines of business, and ensure risk management and regulatory compliance.
Required Qualifications
- 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
- 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
- Bachelor’s degree in Finance or related field or equivalent work experience
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