Business Relationship Manager I - Officer
On-site · Kansas City, Missouri, United States
Job Summary
Business Banking BRM I manages a portfolio of 100–130 business clients with annual revenue of $1–$5 million, delivering tailored financial solutions, deposits and cash management, and credit opportunities up to about $500,000. The role involves regular in-person calls at client sites, cross-functional collaboration with partners across Chase lines of business, identifying prospects, and maintaining risk-conscious client relationships to support portfolio profitability. Strong emphasis on client experience, education, and adherence to regulatory requirements with proactive relationship development and cross-team coordination.
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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