Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
Manage the area’s revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
Actively recruit and maintain a pipeline of diverse viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment
Required qualifications, capabilities, and skills
Minimum of 7 years’ experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
Strong communication skills with individuals at all levels, internally and externally
Analyze reports, metrics, and other data to identify trends, issues, and opportunities
Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current business network; viewed as a leader in community organizations with demonstrated business acumen
Balance needs of clients with associated risks and interests of the firm, and consistently use a disciplined process to manage time; use time strategically to balance long-term and day-to-day demands of management role
Travel occasionally for key business and leadership meetings and training
Preferred qualifications, capabilities, and skills:
Bachelor’s degree in Finance or related field or equivalent work experience
Prior experience in managing a relationship development team
Highly proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint