Relationship Executive - Mid-Corporate Banking - Executive Director

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

Job summary

Testing Site - JPMC in Seattle is seeking a Relationship Executive in Mid-Corporate Banking to drive new client acquisition and deepen an existing portfolio of relationships with companies generating $100M–$2B in revenue.

You will collaborate with our mid-cap investment banking and sponsors teams, engage with CEOs and CFOs, and continuously align solutions with client needs while pursuing growth, efficiency, and profitability.

Qualifications

• Seven plus years of lending or credit support experience focusing on business relationships.
• Understanding of Commercial Banking products and services.
• Ability to engage with CEOs and CFOs and collaborate with internal partners.
• Proven track record of meeting or exceeding sales goals.
• Strong local market knowledge and corporate finance acumen.

Responsibilities

• Act as primary interface with Mid-Cap Investment Banking Team.
• Acquire new clients and deepen an existing portfolio.
• Interface between financial sponsors team and portfolio companies.
• Grow and retain profitable relationships in the Mid-Corporate Banking market.
• Foster innovation and customer-centric mindset.
• Stay current on industry trends to identify opportunities.
• Improve efficiency via automation and new technologies.

Skills

Relationship management

Sales

Prospecting

CEO/CFO engagement

Internal collaboration

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