Portfolio Banker - Emerging Middle Market Banking - Executive Director

JPMorgan Chase • Irvine, CA • 1d 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 in Emerging Middle Market Banking, 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

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

Seven plus 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.

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

Base Pay/Salary

Upland,CA $142,500.00 - $235,000.00 / year; Irvine,CA $142,500.00 - $235,000.00 / year

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