Business Banking Relationship Banker III - Salt Lake City, UT

30 Oct 2024

Vacancy expired!

Business Banking serves the banking needs of businesses with $500k to $20 million in revenue. The Relationship Manager (RM) manages a portfolio of these clients and plays a key role in the field organization, building relationships by providing financial advice to business clients with a focus on client experience and risk management. Business Banking is looking for an RM to develop new business and deepen existing relationships.ResponsibilitiesBuild collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services

Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of business clients

Manage a portfolio of business clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients

Manage credit opportunities within assigned portfolio (for example, a designated territory or industry, up to $15 million); provide support to branches on sizable credit deals as needed

Utilize referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship

Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank

Build relationships by calling on existing clients to truly understand their businesses and analyze product and service growth opportunities and ensure profitability of portfolio

Protect the firm by following sound risk management protocols and adhering to regulatory requirements

Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects

Qualifications5 to 7 years experience in business banking relationship management role or related business lending experience

Bachelor's degree in Finance or related field, or equivalent work experience required

Strong knowledge of business credit, deposit and cash management products and services

Strong knowledge of business credit underwriting with commercial credit training preferred

Strong communication skills with individuals at all levels, internally and externally

Ability to build relationships with clients and internal partners and influence others without direct control

Ability to identify opportunities, issues and viable alternatives when traditional solutions do not apply

Use sound judgment to offer comprehensive and customized solutions that best meet client needs; ability to anticipate client needs

Ability to manage multiple and competing priorities on a daily basis in pursuit of business objectives

Knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards

Travel requirement: approximately 25%

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.Equal Opportunity Employer/Disability/Veterans

Full-time
  • ID: #21938045
  • State: Utah Salt lake city 84101 Salt lake city USA
  • City: Salt lake city
  • Salary: USD TBD TBD
  • Showed: 2021-10-30
  • Deadline: 2021-12-29
  • Category: Et cetera