Relationship Executive, Middle Market Banking

2 hours ago

San Francisco, California, United States JPMorgan Chase & Co. Full time
Description

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.  



As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. 



Job responsibilities 

  • 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 
  • Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling 


Required qualifications, capabilities and skills 

  • Seven plus years direct lending or credit support related experience, with a focus on business relationships 
  • Understanding of Commercial Banking products and services 
  • Knowledge of the local market 
  • Ability to collaborate with internal partners and resources 
  • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor  
  • Sales management and business development skills  
  • FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire 

Preferred qualifications, capabilities and skills 

  • Bachelor's degree and formal credit training preferred  
  • Excellent verbal, written and listening communication skills  
  • Strong creative solution and problem solving abilities 
  • Proficiency in building and maintaining positive client relationships 

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.


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