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职位JPMorgan Chase

Relationship Executive-Insurance Services-Executive Director

JPMorgan Chase

Relationship Executive-Insurance Services-Executive Director

JPMorgan Chase

Atlanta, GA; Charlotte, NC; Dallas, TX; Houston, TX; Jacksonville, FL; Miami, FL; Orlando, FL; Tampa, FL

·

On-site

·

Full-time

·

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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关于JPMorgan Chase

JPMorgan Chase

JPMorgan 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+

员工数

New York City

总部位置

$500B

企业估值

评价

3.8

10条评价

工作生活平衡

3.5

薪酬

4.0

企业文化

3.8

职业发展

3.2

管理层

2.8

68%

推荐给朋友

优点

Good benefits and compensation

Supportive colleagues and environment

Flexible work arrangements

缺点

Long hours and heavy workload

Management issues and lack of direction

High stress and expectations

薪资范围

44个数据点

Junior/L3

Mid/L4

Senior/L5

Junior/L3 · Analytics Solutions Associate

1份报告

$139,000

年薪总额

基本工资

$107,000

股票

-

奖金

-

$139,000

$139,000

面试经验

4次面试

难度

3.0

/ 5

时长

14-28周

录用率

50%

体验

正面 25%

中性 75%

负面 0%

面试流程

1

Application Review

2

HR Screen

3

Hiring Manager Interview

4

In-person/Final Interview

5

Offer

常见问题

Behavioral/STAR

Past Experience

Culture Fit

Financial Knowledge

Case Study