Business Relationship Manager I - Officer
On-siteTracy, California, United States
Job Summary
Manage a portfolio of 100-130 business clients with annual revenue of $1-$5 million by acquiring, retaining, and providing deposit and cash management solutions. Deliver customized business banking solutions tailored to client financial needs while identifying and promoting credit opportunities up to $500,000. Conduct in-person calls with prospects and existing clients at their places of business to build long-term relationships and identify personal financial goals. Collaborate with partners across Chase Wealth Management and Home Lending to connect clients with specialists, ensuring profitability and adherence to regulatory requirements.
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 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
Desired Qualifications
- Bachelor's degree in Finance or related field or equivalent work experience
- Strong current business network
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