Overview In this BRM role you help business clients achieve their financial goals through tailored banking solutions and advisory support. You will manage a portfolio of small to mid-size businesses, delivering deposits, cash management, and credit options while focusing on client experience and risk controls. You'll work closely with cross-functional partners across lines of business to meet client needs and drive portfolio profitability. This position offers a hands-on, relationship-driven career in a large financial services firm with opportunities to impact local businesses and scale internal processes. You'll join a culture centered on customer relationships, teamwork, and responsible growth.
Compensation / Benefits- comprehensive health care coverage
- on-site health and wellness centers
- retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
Responsibilities- Acquire, manage, and retain a portfolio of 100-130 business clients with $1-$5M annual revenue; provide deposits and cash management; manage credit up to $500k
- Deliver customized business banking solutions aligned with client needs and profitability
- Use knowledge of business, finance, banking, credit, and risk management to identify and promote suitable solutions
- Conduct regular in-person calls with prospects, COIs, and clients at their business locations
- Follow a disciplined relationship development process and adjust strategies with management oversight
- Identify new business clients and cultivate long-term primary banking relationships
- Collaborate with partners across Chase lines of business to connect clients with specialists
- Provide leadership by supporting branches and adhering to risk management and regulatory requirements
Key requirements- Minimum of 1 year in a Business Banking Relationship Management role or related business lending experience
- General business knowledge, understanding of business credit and core products/services; awareness of industry variations
- Strong communication skills with clients and internal partners
- Ability to balance client needs with firm risks and know when to escalate
- Daily prioritization and ownership of client issues with follow-through
- High proficiency in MS Office (Outlook, Excel, Word, PowerPoint)
- Relationship-building
- Effective communication
- Problem-solving
- Collaborative mindset
- Prioritization
- MS Office: Outlook, Excel, Word, PowerPoint
