Relationship Executive - Mid-Corporate Banking - Executive Director

Testing Site - JPMC; Houston (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Testing Site - JPMC in Houston is seeking a Relationship Executive in Mid-Corporate Banking. The role focuses on new client acquisition and growing a portfolio of profitable relationships with companies ranging from $100M to $2B in revenue.

You will work with our Mid-Cap Investment Banking Team and our financial sponsors group to deliver comprehensive solutions, drive revenue, and deepen client partnerships.

Qualifications

• Seven plus years of lending or credit support experience with a focus on business relationships.
• Understanding of Commercial Banking products and services.
• Ability to engage with CEOs and CFOs and manage client relationships.
• Ability to collaborate with internal partners and resources.
• Proven track record of meeting or exceeding sales goals.
• Strong organizational skills and ability to manage multiple deadlines.
• Strong interpersonal and influencing skills with senior partners.
• Deep local connections and market knowledge.
• Corporate finance expertise and transaction execution skills.
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire.

Responsibilities

• Act as a primary interface with our Mid-Cap Investment Banking Team
• Acquire new clients and maintaining and deepening a portfolio of relationships.
• Act as the interface between our financial sponsors team and portfolio companies
• Growing and retain profitable relationships within the Mid-Corporate Banking target market
• 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

Skills

Lending experience

Commercial banking products

Prospecting / sales

Relationship management

Cross-functional collaboration

Sales targets

Organizational skills

Interpersonal / influencing skills

Local market knowledge

Corporate finance / transactions

FINRA Series 79/63 licenses

Education

Bachelor’s degree

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 Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of 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 Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.

Job responsibilities

• Act as a primary interface with our Mid-Cap Investment Banking Team
• Acquire new clients and maintaining and deepening a portfolio of relationships.
• Act as the interface between our financial sponsors team and portfolio companies
• Growing and retain profitable relationships within the Mid-Corporate Banking target market
• 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

Required qualifications, capabilities and skills

• Seven plus years of 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
• 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
• Corporate finance expertise and strong transaction execution skills
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred qualifications, capabilities and skills

• Bachelor’s degree and formal credit training
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
• 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