Business Relationship Manager I - Officer
On-site · West Hills, California, United States
Job Summary
Business Relationship Manager I in Business Banking builds and manages a portfolio of 100-130 business clients with annual revenue of $1-5 million, delivering customized financial solutions, deposits/cash management, and credit opportunities up to ~$500,000. The role involves in-person client visits, relationship development, cross-line collaboration (Chase Wealth Management, Home Lending, Branch Teams), risk management, and ensuring profitability of the portfolio through proactive advisory and solutions.
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
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
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