Portfolio Banker- Middle Market Banking- Executive Director

Company: JPMorgan Chase & Co.
Location: Houston
Posted on: June 1, 2025

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 Executivewithin theMid-CorporateBanking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you are responsible for growing and retaining profitable relationships within the Mid-Corporate Banking target space. Mid-Corporate bankers generally focus on companies between $100 million and $2 billion in sales size.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 callingRequired 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 hirePreferred 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
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Keywords: JPMorgan Chase & Co., Beaumont , Portfolio Banker- Middle Market Banking- Executive Director, Accounting, Auditing , Houston, Texas