Commercial Bank - Middle Market Banking & Specialized Industries, Relationship Manager/Banker Executive Director
Posted on: 9 Apr 2021
Chatsworth, CA
Job Description
The primary role of a Relationship Executive is to act as an individual contributor to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) 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.
Relationship Executives develop a weekly sales plan prioritizing revenue generating sales opportunities and are responsible for cultivating referral sources, institutionalizing relationships and calling. Specific calling goals are developed depending upon client portfolio responsibilities. However, calling requirements have a strong emphasis on in-person meeting with clients and prospective clients. In addition, credit process management is a critical component of your responsibilities, as well as possessing the following attributes:
* 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 drive efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Qualifications
Experience
* Typically a minimum of seven years direct lending or credit support related experience, with a focus on business relationships
* Bachelors degree required
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to mobilize internal networks and resources
* Formal credit training preferred
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Skills
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
