Strategic Portfolio Banker, Emerging Middle Market

JPMorganChase; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase in New York is seeking a Portfolio Banker to manage a commercial client portfolio, deepen relationships, and deliver tailored financial solutions. You will collaborate with internal partners, apply credit and treasury knowledge, and work toward profitable growth while complying with risk controls.

This role emphasizes deep local market connections, strong governance, and the ability to grow and retain profitable client relationships within the Commercial Bank.

Qualifications

• Seven plus years direct lending or credit support experience with a focus on business relationships.
• Understanding of Commercial Banking products and services.
• 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
• Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book

Responsibilities

• Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market)
• Champion a culture of innovation and a customer centric mindset
• Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• 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
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Skills

Relationship management

Commercial banking knowledge

Credit analysis

Sales goal achievement

Risk management

Strategic thinking

Stakeholder collaboration

Education

Bachelor's degree and formal credit training

Tools

Credit underwriting systems

CRM software

Job description

JPMorganChase in New York is seeking a Portfolio Banker to manage a commercial client portfolio, deepen relationships, and deliver tailored financial solutions. You will collaborate with internal partners, apply credit and treasury knowledge, and work toward profitable growth while complying with risk controls.

This role emphasizes deep local market connections, strong governance, and the ability to grow and retain profitable client relationships within the Commercial Bank.