Senior Relationship Executive: Insurance & Banking Advisory

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

Job summary

Testing Site - JPMC in Dallas seeks a Relationship Executive to grow the Commercial Banking and Specialized Industries Insurance Services business. You will work closely with the Managing Director and Insurance Services teammates to build strategy and execute it across the discipline.

The role emphasizes advisory, capital markets and top payments opportunities, with direct interaction with senior leaders and bankers, and travel to major markets for in-person business development.

Qualifications

• Seven plus years direct lending or credit support related experience, with a focus on business relationships.
• Advanced knowledge of Salesforce CRM system.
• FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire.

Responsibilities

• Execution of established operating rhythms, including data analysis, report distribution and internal communications with stakeholders.
• Provide guidance to Insurance Services teammates to aid in their development and objectives.
• Development and management of comprehensive “Credit Book” for the discipline detailing transactional details across sub-sectors.
• Manage client and prospect prioritization lists for each sub-sector.
• Maintain knowledge of industry trends to identify opportunities for partnerships.
• Development and management of Salesforce Dashboard to monitor activities.
• Travel to top markets for in-person banker training and business development meetings with clients and prospects.

Skills

Relationship management

Communication

Strategic partnerships

Team collaboration

Data analysis

Education

Master’s degree and formal credit training preferred

Tools

Salesforce CRM

Job description

Testing Site - JPMC in Dallas seeks a Relationship Executive to grow the Commercial Banking and Specialized Industries Insurance Services business. You will work closely with the Managing Director and Insurance Services teammates to build strategy and execute it across the discipline.

The role emphasizes advisory, capital markets and top payments opportunities, with direct interaction with senior leaders and bankers, and travel to major markets for in-person business development.