Business Relationship Manager Senior Acquisition Vice President
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
- 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
- Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
- Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
- Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
- Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
- Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
- 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 and efficiently
- Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
- Balance needs of clients with associated risks and interests of the firm
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Bachelor’s degree in Finance or related field, or equivalent work experience
- Minimum of 3 years’ managing clients >$10+MM revenue
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Recommended Jobs
Digital Consulting Senior Manager, Oracle Cloud SCMProcurement Energy & Utilities (US or Canada)
Huron is a global consultancy that collaborates with clients to drive strategic growth ignite innovation and navigate constant change. Through a combination of strategy expertise and creativity we he…
🏠 Mortgage Protection Life Insurance Agent
Location: Remote/Work from Home Job Type: Full-Time/Part-Time/Uncapped Commission-Based &##127968; Protect Dreams. Build Your Legacy. We believe in more than just selling insurance; w…
Registered Nurse Medical Surgical Intermediate Peds Casual Nights
Registered Nurse Medical Surgical Intermediate Peds Casual Nights Location Huntley, IL : The Staff Nurse Inpatient reflects the mission, vision, and values of NM, adheres to the organization's Code…
Program Manager - Value Based Care (VBC) (Hybrid)
The salary range for this position is $48.50 - $72.75 (Hourly Rate) Placement within the salary range is dependent on several factors such as relevant work experience and internal equity. For positi…
ESG Data & Reporting Manager
This is where your work makes a difference. At Baxter, we believe every person—regardless of who they are or where they are from—deserves a chance to live a healthy life. It was our founding be…
MAINTENANCE EQUIPMENT TECHNICIAN (ENGINEERING TECHNICIAN IV
We continually strive for a workforce that reflects the growing diversity within the State of Illinois. A variety of employee backgrounds, perspectives, ideas and experiences are crucial to our abi…
Support Staff
Legacy Hospitality is seeking experienced, hardworking and dedicated Support Staff (Bar Back, Food Runner (Server Assistant), Busser) members to join our growing team. The ideal candidate possesse…
GIS Geospatial Projects Manager
Top Skills & Years of Experience: - 3 years of professional experience is required in Geographical Information System (GIS) with experience using Esri GIS software - 3 years of professional exp…
Certified Nursing Assistant (CNA)
ATC Healthcare is looking for a CERTIFIED NURSING ASSISTANT (CNA)! The CNA provides services to meet the personal care needs of the patient in various healthcare settings under the direction of a lice…
V.I.E. Global Junior Brand Manager Boursin (M/W/X)
Country: United States City: Chicago Job Family: Marketing Contract Type: V.I.E. Job ID: 52976 V.I.E. Global Junior Brand Manager Boursin (M/W/X) The Bel Group is a major player in the…