Executive Director, Insurance Services | Relationship Lead

Testing Site - JPMC; Chicago (IL); On-site; USD 142,000 - 265,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago, IL seeks a Relationship Executive within the Insurance Services discipline to drive new client development and deepen existing relationships across the Commercial Banking platform.

The role requires leading advisory activities, coordinating with senior leaders, and partnering with Insurance Services teammates to execute strategy. Travel to top markets will be required.

Qualifications

• Seven plus years direct lending or credit support 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.
• FINRA Series 79 and 63 licenses required or must obtain within 180 days of hire.

Responsibilities

• Execute established operating rhythms, including data analysis and report distribution.
• Provide guidance to Insurance Services teammates to support discipline objectives.
• Develop and manage a comprehensive Credit Book for the discipline across sub-sectors.
• Manage client and prospect prioritization lists for each sub-sector.
• Stay informed on industry trends to identify strategic partnership opportunities.
• Develop and manage Salesforce Dashboard to monitor discipline activities.
• Travel to top markets for in-person banker training and business development meetings.

Skills

Relationship management

Salesforce

Credit knowledge

Communication

Business development

Lending experience

Financial analysis

Negotiation

Education

Bachelor's degree in finance or related field

FINRA licenses or exam readiness

Tools

Salesforce CRM

Job description

JPMorgan Chase & Co. in Chicago, IL seeks a Relationship Executive within the Insurance Services discipline to drive new client development and deepen existing relationships across the Commercial Banking platform.

The role requires leading advisory activities, coordinating with senior leaders, and partnering with Insurance Services teammates to execute strategy. Travel to top markets will be required.