Brian Smith

• Oversee the Business Banking relationship development activities of a Team of BRMs
• Empowers the team to take ownership and deliver results
• Foster a collaborative and inclusive environment that supports growth and development
• Aligns Business Banking priorities to the broader business/function strategy and cascades clear and compelling messages to guide and motivate others
• Provide leadership, management, support, direction, and guidance to BRMs in deepening existing client relationships and developing new business while focusing on relationship-building, client experience and risk management
• Balances client, customer, stakeholder needs and best interests with those of the firm, while driving a strong control framework that foster a One Chase, client-centric environment
• Manage the BRM Team revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to identify and respond to trends, opportunities, and issues
• Acts on issues quickly, removes roadblocks, eliminates unnecessary bureaucracy and learns from mistakes

Key Accomplishments:

• Outstanding Performer AM 2020, 2021
• Ranked # 1 Area Manager 2022, 2023, 2024

• Proactively acquire new banking relationships and deposit accounts for business clients with sales revenue ranging from $5 million - $30 million
• Cross Sell business credit facilities, SBA loans (504, 7A and Express), equipment financing/lease, conventional term loan, lines of credit, and construction loans
• Manage and service a portfolio of over 110 business clients through cross-sell of deposits, credit, cash management products, and referrals to other partners to deepen relationships and drive portfolio profitability while maintaining a solid credit risk portfolio
• Leverage Centers of Influence and Business to Business Sales Markets (CPAs, Commercial Real Estate Broker, Attorneys, Medical Groups)
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank
• Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects
• Provide support to branches on sizeable deals as needed
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements

Key Accomplishments:

• 2011 National Sales Achiever
• 2011- 2012 National Business Pilot market selected Relationship Manager
• 2012 Chase Leadership Development Program Certified
• 2013 Outstanding Performer
• 2014 National Sales Conference Winner
• 2015 National Sales Conference Winner
• 2017 Outstanding Performer
• 2018 National Sales Conference Winner