Relationship Executive - Mid-Corporate Commercial Banking

JPMorgan Chase

Miami (FL)

On-site

USD 90,000 - 130,000

Full time

6 days ago
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Job summary

JPMorgan Chase seeks a Relationship Executive to lead strategic client relationships with mid-market companies and financial sponsors. You will interface with the Mid-Cap Investment Banking Team to acquire and deepen client portfolios, while coordinating with portfolio companies and internal partners.

The role emphasizes a strong track record in lending/credit support, knowledge of commercial banking products, and proven sales achievement.

Qualifications

  • 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.

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/credit relationships
Commercial banking products
Client relationship management
Sales targets
Stakeholder collaboration
Corporate finance
FINRA licenses 79/63
Industry knowledge
Market networking

Education

Bachelor's degree
Formal credit training

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.

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

The final officer title and job grade is at the discretion of the firm and will be discussed at time of offer. It may be different than what is listed on the requisition based on candidate experience level.

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