Business Relationship Manager Senior Acquisition
4 days ago
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.Job ResponsibilitiesAcquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and 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 requirementsRequired qualifications, capabilities, and skillsMinimum 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 Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlinesPreferred qualifications, capabilities, and skillsBachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
-
Talent Business Partner- Power Tool Engineering
2 weeks ago
Brookfield, Wisconsin, United States Milwaukee Tool Full timeJob DescriptionINNOVATE without boundariesAt Milwaukee Tool we firmly believe that our People and our Culture are the secrets to our success -- so we give you unlimited access to everything you need to provide. Behind our doors you'll be empowered every day to own it, drive it, and do what it takes to support the biggest breakthroughs in the industry....
-
Senior Recruiter
1 week ago
Brookfield, Wisconsin, United States Robert Half Full timeJOB REQUISITIONSenior Recruiter (Technology)LOCATIONWI MILWAUKEEJOB DESCRIPTIONJob SummaryAs a Senior Recruiter, your responsibilities will include:Candidate recruitment and retention: Source, evaluate, and review potential IT candidates utilizing cold calls, job boards, social networking and internal database, etc. Interview prospective IT candidates via...
-
Senior Sales Representative
3 days ago
Brookfield, Wisconsin, United States Great Day Improvements: A Family of Brands Full time $120,000 - $200,000OverviewApex - Senior Sales RepresentativeApex Energy Solutions is currently seeking Sales Partners to be a part of their local and National sales team. Unlimited Commissions based on performanceApex has seen rapid growth due to the success of our business model, paired with an educational, consultative approach to the sales process—Our customers love us...
-
Senior Treasury Advisor
2 weeks ago
Brookfield, Wisconsin, United States BMO Full time $51,800 - $95,900Application Deadline:01/29/2026Address:790 N Water StreetJob Family Group:Commercial Sales & ServiceMust have Treasury and Payment Solutions experienceMust have Commercial Banking ExperienceMust have the ability to assist Commercial Banking CustomersMust have the ability to assist Commercial Banking Relationship ManagersShould be proficient with MS Office...
-
Asset Management Analyst
1 week ago
Brookfield, Wisconsin, United States MLG Capital Full timeFull-time Description The Asset Management Analyst position provides the opportunity to work with a well-established real estate investment team with over 35 years of experience. The position will work closely with senior leadership in Brookfield to monitor and manage asset strategy, review monthly financials, review and approve annual budgets, track capital...
-
New Business Development
2 weeks ago
Brookfield, Wisconsin, United States SourcePoint Staffing Full timeNew Business Development / Sales Representative – Brookfield, WIJob Summary:Join our growing staffing and recruiting team in Brookfield, WI as aNew Business Development / Sales RepresentativeThis role focuses on expanding our client base in theindustrial, manufacturing, and light industrial staffing markets, helping companies meet their workforce goals...
-
Retail Relationship Banker
7 days ago
Brookfield, Wisconsin, United States BMO Full time $41,714 - $65,000Application Deadline:01/30/2026Address:2225 N Calhoun RoadJob Family Group:Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various...
-
Chief Information Security Officer
2 weeks ago
Brookfield, Wisconsin, United States Landmark Credit Union Talent Acquisition Full timeAt Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members' financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you'll feel...
-
Senior Credit Analyst
1 week ago
Brookfield, Wisconsin, United States Advantage+ Financing Full timePosition Title: Senior Credit AnalystLocation: Brookfield, Wisconsin (On-Site Only)Reports to: VP of Credit and FinanceCompany Overview:Advantage+ Financing is a nationwide small business lender based in Brookfield, Wisconsin. Since 1992, we've specialized in fast, fair, and flexible business loan solutions ranging from $10,000 to $250,000 for growing...
-
Business Development Manager
2 weeks ago
Brookfield, Wisconsin, United States EMCOR Full timeAbout Us:We specialize in planning, engineering, and building food process plants and cold-storage warehouse and distribution facilities for food processors, distributors, retailers, wholesalers, and more.Job Summary:Foodtech is looking for a Business Development Manager to pursue new clients and drive sales growth.Essential Duties & Responsibilities:Pursue...