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Portfolio Banker - Emerging Middle Market Banking - Executive Director
Los Angeles, CA, United States, US
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On-site
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Full-time
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4w ago
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 within the Commercial Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Commercial Bank.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
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Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market)
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Champion a culture of innovation and a customer centric mindset
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Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
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Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
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Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
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Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
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Minimum of Seven years direct lending or credit support related experience with a focus on business relationships
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Understanding of Commercial Banking products and services
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Ability to collaborate with internal partners and resources
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Demonstrated experience of meeting or exceeding sales goals
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Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
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Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
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Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred Qualifications, Capabilities and Skills
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Bachelor’s degree and formal credit training
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Sales management, business development skills, proficiency in building and maintaining positive client relationships
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Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
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Excellent business judgment, strategic thinking, self-directed, proactive and creative
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
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About JPMorgan Chase

JPMorgan Chase
PublicJPMorgan Chase is a multinational investment bank and financial services company that provides banking, investment, and asset management services globally. It is one of the largest banks in the United States by assets and market capitalization.
300,000+
Employees
New York City
Headquarters
Reviews
4.2
10 reviews
Work Life Balance
4.2
Compensation
4.3
Culture
4.5
Career
4.4
Management
4.1
75%
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Pros
Good pay and benefits
Work-life balance
Career advancement opportunities
Cons
Heavy workload at times
Career advancement takes time
Pay could be better in some roles
Salary Ranges
47 data points
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analyst
21 reports
$126,500
total / year
Base
$110,000
Stock
-
Bonus
-
$95,450
$155,250
Interview Experience
4 interviews
Difficulty
2.8
/ 5
Duration
14-28 weeks
Interview Process
1
Application Review
2
HireVue Video Interview
3
Technical/Behavioral Assessment
4
Final Interview Round
5
Offer Decision
Common Questions
Behavioral/STAR
Technical Knowledge
Past Experience
Culture Fit
Case Study
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