Portfolio Banker
4 weeks ago
As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
- Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
- 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
Required Qualifications, Capabilities and Skills
- Minimum of Five years direct lending or credit support related 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
Preferred Qualifications, Capabilities and Skills
- Bachelor's degree and formal credit training preferred
- Sales management, business development skills, proficiency in building and maintaining positive client relationships
- 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
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. 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
-
Boston, United States JPMorgan Chase Full timeYou are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup...
-
Boston, United States JPMorgan Chase Full timeYou are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup...
-
Olufowose Becomes New Chairman of First Bank
2 months ago
Boston, United States Business Post Full timeOlufowose Becomes New Chairman of First BankFirst Bank of Nigeria Limited has announced the appointment of Mr Ebenezer Olufowose as its new Chairman, replacing Mr Tunde Hassan-Odukale, who retired from the position after 12 years as a non-executive director of the organisation.A statement signed by the acting secretary of First Bank, Mr Adewale Arogundade,...
-
Account Executive
1 month ago
Boston, United States Amalgamated Bank Full timeQualifications Bachelor’s degree or equivalent experience Ability to accurately understand and audit financial statements Ability to work and adapt to a fast-paced, evolving work environment Excellent verbal, written communication, and interpersonal skills Strong attention to detail and accuracy and able to respond in a timely manner Passion to support and...
-
VP-SVP, Equipment Finance Sales Officer
1 week ago
Boston, MA, United States The Madison-Davis Group Full timeType: HybridLocation: Philadelphia, PA & Boston, MASalary: Up to $150,000 (bonus and commission not factored into the salary)Description & QualificationsEstablish and maintain strong business relationships with assigned bankers, their management, and their clientsDrive the growth and profitability of the bank’s lending portfolio via origination of EFL...
-
Account Executive
2 days ago
Boston, United States Amalgamated Bank Full timeQualificationsBachelor’s degree or equivalent experienceAbility to accurately understand and audit financial statementsAbility to work and adapt to a fast-paced, evolving work environmentExcellent verbal, written communication, and interpersonal skillsStrong attention to detail and accuracy and able to respond in a timely mannerPassion to support and work...
-
Account Executive
1 month ago
South Boston, United States Amalgamated Bank Full timeQualifications Bachelors degree or equivalent experience Ability to accurately understand and audit financial statements Ability to work and adapt to a fast-paced, evolving work environment Excellent verbal, written communication, and interpersonal skills Strong attention to detail and accuracy and able to respond in a timely manner Passion to support and...
-
Associate, Startup Banking
4 weeks ago
Boston, United States JPMorganChase Full timeYou are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as an Associate Banker is for you.As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role, you will be instrumental in...
-
Associate, Startup Banking
4 weeks ago
Boston, United States JPMorganChase Full timeYou are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as an Associate Banker is for you.As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients. In your role, you will be instrumental in...
-
Sr. Credit Officer
2 weeks ago
Boston, United States BritePros Medical Staffing Full timeSr. Credit Officer – To $170K – Boston, MA – Job # 3191 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...
-
Sr. Credit Officer
2 days ago
Boston, United States The Symicor Group Full timeSr. Credit Officer – To $170K – Boston, MA – Job # 3191Who We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...
-
Sr. Credit Officer
3 days ago
Boston, United States The Symicor Group Full timeSr. Credit Officer – To $170K – Boston, MA – Job # 3191Who We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...
-
Sr. Credit Officer
3 days ago
Boston, United States BritePros Medical Staffing Full time $170,000Sr. Credit Officer – To $170K – Boston, MA – Job # 3191Who We AreThe Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...
-
Sr. Credit Officer
3 days ago
Boston, United States The Symicor Group Full timeSr. Credit Officer - To $170K - Boston, MA - Job # 3191 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...
-
Treasury Management Officer
1 day ago
Boston, United States JPMorgan Chase Full timeAre you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. You will leverage your deep treasury product knowledge to develop and...
-
Account Executive
4 weeks ago
Boston, MA, United States Amalgamated Bank Full timeQualifications Bachelor’s degree or equivalent experience Ability to accurately understand and audit financial statements Ability to work and adapt to a fast-paced, evolving work environment Excellent verbal, written communication, and interpersonal skills Strong attention to detail and accuracy and able to respond in a timely manner Passion to support and...
-
Associate, Direct Lending
2 days ago
Boston, United States Liberty Mutual Insurance Full timePay Philosophy The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...
-
Private Wealth Advisor
2 weeks ago
Boston, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
-
Private Wealth Advisor
3 months ago
BOSTON, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
-
Private Wealth Advisor
4 days ago
Boston, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
