The Relationship Executive will manage client relationships, prioritize sales opportunities, drive revenue growth, and oversee credit processes while promoting innovation and efficiency.
Job Description
As a Relationship Executive within the Middle Market Banking & Specialized Industries (MMBSI) team, 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 meetings with clients and prospective clients. In addition, credit process management is a critical component of your responsibilities, as well as possessing the following attributes:
Required qualifications, capabilities and skills
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 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.
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
As a Relationship Executive within the Middle Market Banking & Specialized Industries (MMBSI) team, 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 meetings 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 promote efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies.
Required qualifications, capabilities and skills
- Typically a minimum of seven years direct lending or credit support related experience, with a focus on business relationships
- Bachelor's 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
- 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
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 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.
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.
Top Skills
Commercial Banking
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