Job Description

Job 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 

About Us

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Job Tags

Bank staff, Local area,

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