About This Role
Developing new business and building client relationships are the core functions of this Business Development Manager role in Business Banking. The position focuses on providing financial advice and solutions to clients, helping to improve their businesses' well-being. It involves leading business development efforts in designated and potentially expanding markets.
Responsibilities
- Provide client advice and service, developing relationships for a seamless client experience throughout Chase
- Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant Services, and Card, to provide clients with the best financial solutions
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to their financial needs and circumstances
- Use knowledge of business, finance, banking, credit, and risk management, leveraging relationships to identify, recommend, and promote solutions that serve the client and ensure portfolio profitability
- Protect the firm by following sound risk management protocols and adhering to regulatory requirements
- Build collaborative internal and external relationships to provide client advice and service, develop the business network, and ensure a seamless experience for business clients with multiple products and services
- Identify the personal financial goals and needs of business clients
- Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
- Utilize referral networks and centers of influence to identify and develop potential new clients, cultivating long-term relationships
- Maintain a strong current business network and active involvement in community organizations such as Chambers of Commerce, non-profit boards
- Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Requirements
- Minimum of 7 years’ experience in a Business Banking Relationship Management role or related business/commercial lending experience
- Bachelor’s degree in Finance or a related field, or equivalent work experience
- Strong relationship management skills; demonstrated strong tactical business development and negotiation skills
- Proven experience to establish and develop relationships in emerging territories
- Utilize seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitor and research market/industry trends and business outcomes to anticipate client needs and present proactive solutions