Business Relationship Manager Senior Acquisition - Vice President

Job Description

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

• Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; support branch-based business bankers on sizeable credit deals as needed.
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized banking solutions tailored to their businesses.
• Grow portfolio by prospecting for new clients in expansion mode; utilize referral networks and centers of influence to independently identify and pursue new opportunities.
• Develop a 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 businesses, industries, markets, financial and economic concepts, and creative marketing techniques to develop business networks and prospects.
• Build relationships with clients, prospects and centers of influence through in-person/virtual calls to understand their needs and develop the full financial relationship.
• Understand the personal financial goals of owners; partner with Branch, Wealth Management and Private Bank to deliver appropriate personal solutions.
• Partner with product specialists to ensure seamless onboarding and end-to-end delivery of new accounts and services; leverage the service team for outstanding client experience.
• Protect the firm by following sound risk management protocols, control policies, and regulatory requirements.

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience.
• Strong current business network with active community involvement such as Chambers of Commerce or non-profit boards.
• Demonstrated tactical business development and negotiation skills; self‑directed, proactive, creative, and able to navigate ambiguity.
• Strong relationship‑building and communication skills at all levels; ability to influence others and leverage technology for client interaction.
• In-depth knowledge of deposit and cash management products, business credit underwriting, and commercial credit training; offers comprehensive solutions and monitors market trends.
• Balance client needs with associated risks and firm interests.
• Excellent organizational skills with 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 with revenue >$10 million.
• In-depth knowledge of diverse business types, industries, markets, and economic concepts.
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint.

We offer a competitive total rewards package including base salary based on role, experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation in cash and/or forfeitable equity. Benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

We are an equal opportunity employer and place a high value on diversity and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other protected category. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.