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Portfolio Banker - Emerging Middle Market Banking - Executive Director

JPMorgan Chase

Portfolio Banker - Emerging Middle Market Banking - Executive Director

JPMorgan Chase

Los Angeles, CA, United States, US

·

On-site

·

Full-time

·

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

  • Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market)

  • Champion a culture of innovation and a customer centric mindset

  • 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

  • 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

  • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required Qualifications, Capabilities and Skills

  • Minimum of Seven years direct lending or credit support related experience with a focus on business relationships

  • Understanding of Commercial Banking products and services

  • Ability to collaborate with internal partners and resources

  • Demonstrated experience of meeting or exceeding sales goals

  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners

  • 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

  • Bachelor’s degree and formal credit training

  • Sales management, business development skills, proficiency in building and maintaining positive client relationships

  • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask

  • 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

JPMorgan 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%

Recommend to a Friend

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