Relationship Executive - Mid-Corporate Commercial Banking

JPMorganChase; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

Base salary + incentive compensation

Job summary

JPMorganChase in Miami seeks a Relationship Executive in Mid-Corporate Banking to drive new client acquisition and deepen profitable relationships with mid-market companies. The role collaborates with our investment banking and sponsor teams to deliver comprehensive financial solutions and grow the portfolio.

The candidate will manage relationships with CEOs/CFOs, apply corporate finance expertise, and meet ambitious revenue targets while navigating regulatory requirements and market dynamics.

Qualifications

• Seven+ years of lending or credit support experience focusing on business relationships.
• Understanding of Commercial Banking products and services.
• Proven client relationship skills and ability to engage with CEOs and CFOs.
• Ability to collaborate with internal partners and resources.
• Demonstrated track record of meeting or exceeding sales goals.
• Excellent organizational skills and ability to manage and meet deadlines.
• Strong interpersonal skills 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 the Mid-Cap Investment Banking Team.
• Acquire new clients and maintain and deepen a portfolio of relationships.
• Interface between the financial sponsors team and portfolio companies.
• Grow and retain profitable relationships within the Mid-Corporate Banking market.
• Champion a culture of innovation and a customer-centric mindset.
• Stay up to date with industry trends to identify opportunities for innovation or partnerships.
• Identify efficiencies and leverage technology and automation within existing infrastructure.

Skills

Relationship management

Commercial banking

Sales target achievement

Cross-functional collaboration

Executive engagement with CEOs/CFOs

Market knowledge

Corporate finance

Securities licenses (FINRA 79/63/ SIE)

Education

Bachelor's degree

Job description

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

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.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefits and programs to meet employee needs, based on eligibility.

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.

Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.