Business Relationship Manager Senior Deepening - Vice President
On-site · Houston, Texas, United States
Job Summary
Senior Vice President-level Business Relationship Manager Deepening in Chase Business Banking manages a portfolio of large business clients (annual revenue > ~$5MM) delivering deposit and cash-management solutions, credit opportunities up to ~$15MM, and end-to-end relationship deepening. Responsibilities include in-person/virtual client engagements, risk-managed advisory, collaboration with Branch, Wealth Management and Private Bank to tailor financial solutions, onboarding of new accounts, and leveraging referrals to expand primary banking relationships while maintaining strong risk controls.
Required Qualifications
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting
- Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
- Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally
- Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- Balance needs of clients with associated risks and interests of the firm
- Bachelor’s degree in Finance or related field, or equivalent work experience
- Minimum of 3 years’ managing clients >$10+MM revenue
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
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