Business Relationship Manager I- Officer

Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000. 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 assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements.