Business Relationship Manager - Officer
Listed on 2026-10-13
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Finance & Banking
Financial Sales, Commercial Banking, Loan Officer / Lending, Banking & Finance
Fremont, CA, United States
and 3more
Job Information
Job Identification
Job Category Relationship Manager
Business Unit Consumer & Community Banking
Posting Date 10/08/2026, 02:43 PM
Locations 39395 Paseo Padre Pkwy, Fremont, CA, 94538, US1480 1st St, Livermore, CA, 94550, US6213 Jarvis Ave, Newark, CA, 94560, US32101 Union Landing, Union City, CA, 94587, US34536 Alvarado Niles Rd, Union City, CA, 94587, US
Job Schedule Full time
Base Pay/Salary Fremont,CA $76,000.00-$;
Union City,CA $76,000.00-$;
Newark,CA $76,000.00-$;
Livermore,CA $76,000.00-$
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job ResponsibilitiesAcquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your 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 your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to elevate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and Power Point
Bachel…
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