You are creative, energetic and enjoy building relationships and providing support and advice to your constituents. A role as a Relationship Executive is for you.
As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, working with the team's Managing Director, Vice President and Associate to grow the business profitably. You will work directly with the Managing Director to develop the discipline's strategy and the Vice President and Associate to execute the strategy. As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Middle Market Banking & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers.
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Job Responsibilities
- Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders
- Provide guidance to and partner with Vice President and Associate to aid in their development and advance discipline objectives
- Development and management of comprehensive "Credit Book" for entire discipline that details comparable transactional details across each sub-sector
- Development and management of detailed client and prospect prioritization lists for each sub-sector
- Maintain knowledge of industry trends to identify opportunities for strategic partnerships with LOB partners
- Development and management of Salesforce Dashboard to monitor and report discipline activities
- Travel to top markets for in person banker training and business development meetings with clients and prospects
Required Qualifications, Capabilities and Skills
- Advanced knowledge of professional services business model
- Seven plus years direct lending or credit support related experience, with a focus on business relationships
- Advanced knowledge of Salesforce CRM system
- Advanced understanding of Commercial Banking credit and treasury products
- Strong oral and written communication skills
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding goals; proven top individual contributor
- Sales management and business development skills
- FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
- Master's degree and formal credit training preferred
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive stakeholder relationships
- Proven ability to self-start and complete complicated projects
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.