Portfolio Banker

Found in: beBee S US - 2 weeks ago

San Antonio, United States JPMorgan Chase Full time
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you.

As a Portfolio Banker in Middle Market Banking, you will be tasked with the development and maintenance of client relationships, risk management, and coordination with various sectors of the organization. Your role will involve deepening existing client relationships, staying abreast of industry trends, and promoting efficiency through automation. Additionally, you will manage AML/KYC due diligence, client relationship management, process credit requests, and ensure that client operational needs are serviced promptly and with high quality.

Job Responsibilities

  • Knowledge and coverage of clients from an AML and reputational risk perspective, with a focus on the clients business, management team, strategy, product usage and account activity. The Portfolio Banker will have regular client calling requirements
  • Creation and build-out of a modest prospecting list and effort
  • Timely completion of all AML/KYC due diligence; includes the dynamic updates to Due Diligence Forms that reflect true relationship knowledge
  • Oversight, escalation and resolution of any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with Middle Market banking management and the appropriate escalation forum
  • On-going client relationship management and responsiveness, including face to face meetings with the treasury and finance staff at the client company, documenting these meetings with call reports and maintaining Customer Knowledge Center system updates
  • Process all credit requests, including requests for amendments and waivers, in coordination with the credit underwriters. Work with our service organization (either locally or through the national service center) to resolve service related incidents in the portfolio
  • Conjunction with the CSP, be responsible of ensuring client operational needs are serviced in a timely and high quality manner. The Portfolio Banker will also have responsibility for annual coverage review of product sets and delivering the products and services of the firm to clients
  • Coordinate, as appropriate, client account exits and engage the appropriate processes with the Commercial Bank Escalation and Client Service exit teams. The Portfolio Banker should work diligently to identify opportunities for current accounts as well as identify accounts that are not appropriate for coverage


Required Qualifications, Skills and Capabilities

  • At least 7 years of relationship management (including sales), credit underwriting experience or equivalent experience.
  • Strong client-facing skills; Polished, with excellent verbal and written communication abilities
  • Strong investigatory, due diligence and risk analysis skills
  • Able to present risk issues in a succinct and cogent manner to senior leaders
  • Diligent, detail-oriented and thorough
  • Persistent and willing to follow through to resolve and document issues appropriately and in a manner in keeping with sound risk management practices
  • Able to work independently, multi-task and handle a sizeable account load


Preferred Qualifications, Skills and Capabilities

  • Bachelor's degree preferred, and completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role
  • Previous treasury and client service experience is strongly preferred
  • Familiarity with loan and other contractual documentation highly desirable
  • Familiarity with complex client organization structures highly desirable


About us

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. 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 is an Equal Opportunity Employer, including Disability/Veteran

About the Team

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.

Middle Market Banking & Specialized Industries (MMBSI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.

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