Portfolio Banker - Emerging Middle Market Banking - Vice President
JPMorgan Chase & Co.
Job Description
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 Five 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 JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About Us
JPMorganChase, 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 Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.- ...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... ...methodical approach to the market activity and prospecting. We... ...20 million - $100 million (Emerging Middle Market) Champion a culture...SuggestedLocal areaFlexible hours
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...Commercial Banking Professional Associates at California Bank & Trust work in a relationship... ...Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking... ...client relationships and driving portfolio growth. This role is ideal for a strategic...Work experience placementWork at officeFlexible hours- Bank of China USA in Los Angeles is seeking a marketing, business development and underwriting support specialist for Business Team 3 and the LA Branch. This... ...administrative duties with credit risk analysis and portfolio support to drive client engagement and loan activity...
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...Associates at California Bank & Trust work in a relationship-centered culture where... ...Client Satisfaction in Small Business & Middle Market Excellence Awards. We are looking... ...on generating managing and servicing a portfolio of clients. ~ Responsible for generating...Full timeWork experience placementWork at officeFlexible hours- Bank of China in Los Angeles is seeking a marketer and credit risk professional to provide administrative, marketing and underwriting support for Business... ...The role encompasses loan analysis, reporting, and portfolio management, with a focus on risk-aware growth. The ideal...
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...ServiceThis position is a key member of the Bank’s Commercial Real Estate group,... ...real estate customers across the U.S. The Portfolio Manager is responsible for preparing well... ...ideas, identify client solutions, pursue marketing efforts, cover clients, and deliver timely...Full timeContract workPart timeLocal area- ...Healthcare, Higher Education and Not for Profit Associate Banker You are customer focused, enjoy building relationships and... ...within the Healthcare, Higher Education and Not for Profit - Middle Market Banking and Specialized Industries team, you will play a crucial role...
$33.17 - $35.56 per hour
...yes, come join our team! At Cathay Bank - we strive to provide a caring culture... ...Hourly, non-exempt Business Banker dedicated to the local branch market. Responsible for acquiring, servicing... ...management, and lending needs. Manage a portfolio of business clients through branch-...Hourly payFull timeWork at officeLocal areaRemote workFlexible hours- Overview Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of... ...providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. As the largest independent bank...Work experience placementWork at officeLocal areaImmediate startFlexible hours
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$133.37k - $156.9k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...discover what you excel at—all from Day One.Job DescriptionThe Portfolio Manager partners with assigned Relationship Manager(s) to successfully...Full timeWork experience placementLocal area3 days per week- ...Future. Every successful bank has a heartbeat. Every thriving loan portfolio has a guardian. Every... ...organization in the Los Angeles market. This executive... ...asset quality trends, and emerging market risks. Ensure compliance... ...community, regional, or middle-market banking...
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