Portfolio Banker, Multinational Corporations, Middle Market Banking, Vice President

4 weeks ago

Woodbridge Township, United States JPMorgan Chase & Co. 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 on the Multinational Corporations, Middle Market Banking team, you will be the primary banker for a portfolio of accounts working independently and as part of a team to deliver comprehensive solutions to our clients in Multinational Corporations.

The Multinational Corporations team is part of . Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of maintaining and deepening existing client relationships within the Multinational Corporations sector. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. 

Job Responsibilities

Manage on-going client relationship management and responsiveness, including, but not limited to, face-to-face meetings at the client company, as well identifying opportunities to deepen the existing relationship. Coordinate with treasury management officers to add or expand treasury relationships with the clients Deliver Treasury and Credit solutions for clients, including coordinating with treasury management officers to add or expand treasury relationships with the clients. In addition, assisting with processing credit requests, requests for amendments and waivers, in coordination with the credit underwriters. Additionally, PB is responsible for ensuring that all opportunities are entered and managed throughout the TS and Credit pipeline. Work in conjunction with the Client Support Associates, the PB will be responsible to ensure the client’s 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. Oversee, escalate and resolve issues, including any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with MMBSI management and the appropriate escalation forum. Supporting KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.

Required Qualifications, Capabilities and Skills

5 years of middle market banking, treasury and credit underwriting experience with a focus on business relationships and client management Ability to work in large deal teams, is responsive, and an efficient and effective communicator Strong investigatory, due diligence and risk analysis skills Strong creative solution and problem solving abilities Able to work independently multi-task and handle a sizeable account load Understanding of Commercial Banking products and services and demonstrated experience meeting or exceeding sales goals

Preferred Qualifications, Capabilities and Skills

Bachelor’s degree preferred, and completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role Strong client-facing skills, with excellent verbal and written communication abilities Familiarity with loan and treasury products highly desirable Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Leverage internal networks and resources to deliver for clients and escalate issues

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