채용

Relationship Executive-Insurance Services-Executive Director
Atlanta, GA; Charlotte, NC; Dallas, TX; Houston, TX; Jacksonville, FL; Miami, FL; Orlando, FL; Tampa, FL
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On-site
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Full-time
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2d ago
You are entrepreneurial, energetic and enjoy building relationships and providing advice to your constituents. A role as a Relationship Executive is for you.
As a Relationship Executive within the Commercial Banking and Specialized Industries Insurance Services team, your role is to act as an "individual contributor" to the firm, working with the team's Managing Director and Insurance Services teammates to grow the business profitably. You will work directly with the Managing Director to evolve the discipline's strategy and partner with your Insurance Services teammates to execute our strategy.
As a Relationship Executive, you will focus on supporting new client development and existing client deepening activities across the entire Commercial & Specialized Industries platform. You will have direct interaction with senior and local leaders, as well as individual bankers. And you will play a central role in driving advisory, capital markets and top payments opportunities with Investment Banking, Debt Capital Markets, Financial Sponsors Group, Transaction Development and Payments partners.
Job Responsibilities:
- Execution of established operating rhythms, including data analysis, report distribution and internal communications with various stakeholders
- Provide guidance to and partner with Insurance Services teammates to aid in their development and advance discipline objectives
- Development and management of comprehensive "Credit Book" for entire discipline that details comparable transactional details across each sub-sector
- Manage detailed client and prospect prioritization lists for each sub-sector
- Maintain knowledge of industry trends to identify opportunities for strategic partnerships across the firm
- Development and management of Salesforce Dashboard to monitor and report discipline activities
- Travel to top markets for in-person banker training and business development meetings with clients and prospects
Required Qualifications, Capabilities and Skills:
- Advanced knowledge of Insurance Services business model
- Seven plus years direct lending or credit support related experience, with a focus on business relationships
- Advanced knowledge of Salesforce CRM system
- Advanced understanding of Commercial Banking credit and treasury products
- Strong oral and written communication skills
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding 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 hire
Preferred Qualifications, Capabilities and Skills:
- Master's degree and formal credit training preferred
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive stakeholder relationships
- Proven ability to self-start and complete complicated projects
ABOUT US
JPMorgan Chase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
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.
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.
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JPMorgan Chase 소개

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
직원 수
New York City
본사 위치
$500B
기업 가치
리뷰
3.8
10개 리뷰
워라밸
3.5
보상
4.0
문화
3.8
커리어
3.2
경영진
2.8
68%
친구에게 추천
장점
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
단점
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
연봉 정보
44개 데이터
Junior/L3
Mid/L4
Senior/L5
Junior/L3 · Analytics Solutions Associate
1개 리포트
$139,000
총 연봉
기본급
$107,000
주식
-
보너스
-
$139,000
$139,000
면접 경험
4개 면접
난이도
3.0
/ 5
소요 기간
14-28주
합격률
50%
경험
긍정 25%
보통 75%
부정 0%
면접 과정
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
자주 나오는 질문
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
뉴스 & 버즈
JPMorgan Chase & Co. (NYSE:JPM) Shares Down 1% - Here's Why - MarketBeat
MarketBeat
News
·
2d ago
JPMorganChase adding 400 jobs in Charlotte as part of consolidation - Queen City News
Queen City News
News
·
2d ago
SPONSORED How JPMorganChase is scaling support for small businesses - Axios
Axios
News
·
2d ago
JPMorgan Chase adds Matthews to its growing list of Charlotte-area branches - The Business Journals
The Business Journals
News
·
3d ago