Relationship Officer Jobs
Relationship officer jobs are open across banking, credit unions, wealth management, and commercial lending, from entry-level associate to senior and VP roles, with specializations in business development, portfolio management, and client retention. Find a role that fits below and apply directly.
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
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
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
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
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
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Find Relationship Officer JobsRelationship Officer Job Market
Who's Hiring
- JPMorganChase34
- City National Bank of Florida2
- City National Bank1
- Cathay General Bancorp1
- MidAmerica National Bank1
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in relationship officer jobs.
- Bachelor's degree in finance, business, or a related field
- Demonstrated experience managing a client portfolio or book of business
- Proficiency with CRM platforms and core banking systems
- Strong knowledge of loan products, deposit accounts, or investment solutions
- Active Series 7, Series 65, or relevant state licenses where required
- Proven ability to meet or exceed referral and revenue targets
Tips for Your Relationship Officer Job Search
Tailor your resume to portfolio metrics
Relationship officers are hired on revenue impact, so your resume needs numbers: loan volume managed, client retention rates, assets under management, or cross-sell revenue. Generic customer service bullets won't get you past the first screen.
Target institutions by client segment
Relationship officer roles vary sharply by segment: commercial, retail, private banking, or small business. Apply to openings that match your existing book of business or client base, since most hiring managers want someone who already speaks their client's language.
Apply early to roles that fit
Migrate Mate lists relationship officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Expect interviewers to ask how you'd handle a client threatening to move assets, or how you'd grow a dormant account. Prepare two or three real examples with outcomes, and practice framing them around client needs rather than internal processes.
Highlight licenses on your resume header
If you hold a Series 7, Series 65, or state insurance license, list it directly below your name and contact info, not buried in a skills section. Hiring managers screen for licensed candidates fast, and placement matters as much as having the credential.
Negotiate against a full compensation picture
Relationship officer offers often include base salary, referral bonuses, and production incentives as separate line items. Ask for the target total compensation at plan before accepting, so you're comparing offers on the same basis.
Relationship Officer Jobs: Frequently Asked Questions
Which companies are hiring the most relationship officers?
JPMorganChase, City National Bank of Florida, and City National Bank are hiring the most relationship officers right now, with openings concentrated in California, New York, and Texas, based on current listings on Migrate Mate as of November 2026. Regional banks and credit unions are also posting steadily alongside larger national institutions.
How many relationship officer jobs are remote?
About 33% of relationship officer openings are fully remote or hybrid as of November 2026, with remote availability higher in portfolio management and business banking roles than in branch-based retail or private banking positions, where in-person client meetings remain central to the job.
How do you become a relationship officer?
Start by earning a bachelor's degree in finance, business administration, or economics, then enter banking through a teller, analyst, or customer service role to build product knowledge. Move into an associate relationship manager position to take on a small client portfolio, pursue relevant licenses such as Series 7 or Series 65 as your institution requires, and grow your book of business through consistent referrals and client retention.
Can you get hired as a relationship officer with little experience?
Yes, many banks and credit unions hire candidates with limited direct experience into associate or junior relationship officer roles, especially if you have retail banking, financial services, or sales experience. Emphasize any exposure to loan products, deposit accounts, or client-facing sales conversations in your resume, and be specific about any revenue or referral results you contributed to, even informally.
What does the relationship officer interview process look like?
Most relationship officer interviews run two to three rounds. The first is typically a phone screen covering your background and basic product knowledge. The second round is usually in person with a hiring manager or branch leader and focuses on scenario-based questions about client situations, prospecting, and handling objections. Final rounds at larger institutions may include a panel interview or a brief presentation on how you'd approach building a book of business.
Where can I find and apply to relationship officer jobs?
You can find and apply to relationship officer jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your background and apply directly to each listing.
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