About This Role
Developing and managing a portfolio of large, profitable business clients with annual revenue greater than ~$3MM is the core of this role as a Senior Acquisition Banker. You will focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase the company's primary bank share, providing a high-touch experience with a focus on client experience and risk management.
Responsibilities
- Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million
- Provide business deposit and cash management solutions
- Manage business credit opportunities up to $15 million
- Provide support to branch-based business bankers on sizeable business credit deals as needed
- 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
- Grow portfolio by prospecting for new clients whose businesses are in expansion mode
- Utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships
- Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
- 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
- Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
- Understand the personal financial goals and needs of the owner(s)
- Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
- Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services
- Leverage service team to deliver an outstanding client experience
- Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Requirements
- Minimum of 5 years
- experience in a Business Banking Relationship Management role or related business lending experience
- Strong current business network
- Active involvement in community organizations such as Chambers of Commerce, non-profit boards
