דרושים Business Manager ב-United States, California, Redwood City

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 Responsibilities

• Acquire, 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

Required qualifications, capabilities, and skills

• 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 escalate 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 PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

FEDERAL DEPOSIT INSURANCE ACT:

You will be reporting to Director, Program Management.

Jira, Confluence, and Agile

• Drive large enterprise scale software development programs from initiation to closure.
• Support General Managers in Planning and Business reviews.
• Support the Leadership on Portfolio management.
• Support Architecture programs and reviews with the Informatica Architectural Review Board.
• Lead product initiatives to ensure alignment with company goals and objectives.
• Identify and remove blockers & impediments, setting a positive example for others to follow.
• Manage project planning and execution, ensuring projects/releases are well-defined and of high quality.
• Collaborate with R&D managers to help with release planning and prioritization of features and enhancements.
• Provide strategic direction to the team, promoting the use of Agile practices, and methodologies.
• Enhance our program management methodologies by applying your expertise in Agile development practices and industry best practices.
• Ensure use and implementation of Informatica's Software Development Lifecycle (SDLC) methodology across all projects.
• Use your technical expertise to assess the technical complexity of proposed features, identify potential risks, and recommend mitigation strategies.
• Define report, and maintain dashboards to track project progress, key performance indicators (KPIs), and other relevant metrics

• 7+ years of relevant experience in handling large enterprise scale software development programs.
• Work between Engineering/R&D, Cloud Operations, Compliance & Security, and Product Management teams in a collaborative fashion.
• Experience managing projects with cloud service providers such as Amazon Web Services (AWS), Microsoft Azure, or Google Cloud Platform (GCP), including knowledge of cloud services like compute, storage, networking, databases, and serverless computing.
• Awareness of security best practices and compliance requirements relevant to SaaS products, such as GDPR, HIPAA, and SOC 2.

• Understanding of canary deployments and management
• Hands on experience on tools like Tableau, EasyBI and PowerBI
• Good understanding of the Software Development Life Cycle (SDLC) and expert knowledge of both Agile and traditional project management principles and practices.
• Proficiency with project management tools such as Atlassian Jira and Confluence wiki.
• Understanding of SaaS software development principles, including multi-tenancy, scalability, security, and data privacy.
• BA/BS or equivalent educational background, we will consider an equivalent combination of relevant education and experience
• Minimum 2+ years of relevant professional experience

• Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
• Flexible time-off policy and hybrid working practices
• Equity opportunities and an employee stock purchase program (ESPP)
• Comprehensive Mental Health and Employee Assistance Program (EAP) benefit

You will be reporting to Director, Program Management.

Jira, Confluence, and Agile

• Drive large enterprise scale software development programs from initiation to closure.
• Support General Managers in Planning and Business reviews.
• Support the Leadership on Portfolio management.
• Support Architecture programs and reviews with the Informatica Architectural Review Board.
• Lead product initiatives to ensure alignment with company goals and objectives.
• Identify and remove blockers & impediments, setting a positive example for others to follow.
• Manage project planning and execution, ensuring projects/releases are well-defined and of high quality.
• Collaborate with R&D managers to help with release planning and prioritization of features and enhancements.
• Provide strategic direction to the team, promoting the use of Agile practices, and methodologies.
• Enhance our program management methodologies by applying your expertise in Agile development practices and industry best practices.
• Ensure use and implementation of Informatica's Software Development Lifecycle (SDLC) methodology across all projects.
• Use your technical expertise to assess the technical complexity of proposed features, identify potential risks, and recommend mitigation strategies.
• Define report, and maintain dashboards to track project progress, key performance indicators (KPIs), and other relevant metrics

• 7+ years of relevant experience in handling large enterprise scale software development programs.
• Work between Engineering/R&D, Cloud Operations, Compliance & Security, and Product Management teams in a collaborative fashion.
• Experience managing projects with cloud service providers such as Amazon Web Services (AWS), Microsoft Azure, or Google Cloud Platform (GCP), including knowledge of cloud services like compute, storage, networking, databases, and serverless computing.
• Awareness of security best practices and compliance requirements relevant to SaaS products, such as GDPR, HIPAA, and SOC 2.

• Understanding of canary deployments and management
• Hands on experience on tools like Tableau, EasyBI and PowerBI
• Good understanding of the Software Development Life Cycle (SDLC) and expert knowledge of both Agile and traditional project management principles and practices.
• Proficiency with project management tools such as Atlassian Jira and Confluence wiki.
• Understanding of SaaS software development principles, including multi-tenancy, scalability, security, and data privacy.
• BA/BS or equivalent educational background, we will consider an equivalent combination of relevant education and experience
• Minimum 2+ years of relevant professional experience

• Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
• Flexible time-off policy and hybrid working practices
• Equity opportunities and an employee stock purchase program (ESPP)
• Comprehensive Mental Health and Employee Assistance Program (EAP) benefit

You will be reporting to Director, Program Management.

Jira, Confluence, and Agile

• Drive large enterprise scale software development programs from initiation to closure.
• Support General Managers in Planning and Business reviews.
• Support the Leadership on Portfolio management.
• Support Architecture programs and reviews with the Informatica Architectural Review Board.
• Lead product initiatives to ensure alignment with company goals and objectives.
• Identify and remove blockers & impediments, setting a positive example for others to follow.
• Manage project planning and execution, ensuring projects/releases are well-defined and of high quality.
• Collaborate with R&D managers to help with release planning and prioritization of features and enhancements.
• Provide strategic direction to the team, promoting the use of Agile practices, and methodologies.
• Enhance our program management methodologies by applying your expertise in Agile development practices and industry best practices.
• Ensure use and implementation of Informatica's Software Development Lifecycle (SDLC) methodology across all projects.
• Use your technical expertise to assess the technical complexity of proposed features, identify potential risks, and recommend mitigation strategies.
• Define report, and maintain dashboards to track project progress, key performance indicators (KPIs), and other relevant metrics

• 7+ years of relevant experience in handling large enterprise scale software development programs.
• Work between Engineering/R&D, Cloud Operations, Compliance & Security, and Product Management teams in a collaborative fashion.
• Experience managing projects with cloud service providers such as Amazon Web Services (AWS), Microsoft Azure, or Google Cloud Platform (GCP), including knowledge of cloud services like compute, storage, networking, databases, and serverless computing.
• Awareness of security best practices and compliance requirements relevant to SaaS products, such as GDPR, HIPAA, and SOC 2.

• Understanding of canary deployments and management
• Hands on experience on tools like Tableau, EasyBI and PowerBI
• Good understanding of the Software Development Life Cycle (SDLC) and expert knowledge of both Agile and traditional project management principles and practices.
• Proficiency with project management tools such as Atlassian Jira and Confluence wiki.
• Understanding of SaaS software development principles, including multi-tenancy, scalability, security, and data privacy.
• BA/BS or equivalent educational background, we will consider an equivalent combination of relevant education and experience
• Minimum 2+ years of relevant professional experience

• Comprehensive health, vision, and wellness benefits (Paid parental leave, adoption benefits, life insurance, disability insurance and 401k plan or international pension/retirement plans
• Flexible time-off policy and hybrid working practices
• Equity opportunities and an employee stock purchase program (ESPP)
• Comprehensive Mental Health and Employee Assistance Program (EAP) benefit

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 Responsibilities

• Acquire, manage, and retain a portfolio of 70 – 90 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

Required qualifications, capabilities, and skills

• 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 escalate 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 PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

FEDERAL DEPOSIT INSURANCE ACT: