Relationship Executive - Emerging Middle Market Banking - Executive Director

JPMorgan Chase & Co.; Oregon (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Relationship Executive in Emerging Middle Market Banking to lead client acquisition and nurture ongoing relationships.

You will work independently and with partners to present comprehensive financial solutions to clients, targeting companies with strong growth potential. The role emphasizes growing and retaining profitable client relationships within the Emerging Middle Market segment, focusing on companies with revenues from $20 million to $100 million.

Qualifications

• Seven+ years lending or credit support experience focused on business relationships.
• Understanding of Commercial Banking products and services.
• Ability to engage with CEOs and CFOs; proven client relationship skills.
• Collaborate with internal partners and resources.
• Demonstrated experience of meeting or exceeding sales goals.

Responsibilities

• Champion a culture of innovation and a customer centric mindset.
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships.
• Find ways to improve efficiency with existing infrastructure through automation and new technologies.
• Develop a weekly sales plan prioritizing revenue generating opportunities, cultivate referrals, and institutionalize relationships.

Skills

Relationship building

Sales goals

CEO/CFO engagement

Client relationship skills

Collaboration with internal partners

Industry trend awareness

Market prospecting

Organizational skills

Education

Bachelor’s degree

Credit training (preferred)

Tools

Commercial Banking products

Job description

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.

As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
• Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling

Required Qualifications, Capabilities and Skills

• Seven plus years lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative