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Form of workPosition Description:
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Portfolio Banker is for you.
As a Portfolio Banker, your role is to act as an "individual contributor" to the firm, growing and retaining a portfolio of profitable client relationships within the Middle Market Banking & Specialized Industries target space. You will be asked to work with other areas of the organization including Credit, Treasury Services, International Banking, Commercial Card and Chase Merchant Solutions, to seek opportunities to sell multiple products and solutions to clients and anticipating their future needs. As a Portfolio Banker, you will focus on the delivery of value-added solutions to our clients that will help them reach their goals and maximize our revenues over the life of the relationship.
Portfolio Bankers develop a strategic plan for all clients prioritizing revenue generating sales opportunities and are responsible for institutionalizing relationships and calling.
The Portfolio Banker will not have primary new client development responsibilities, but will focus on maintaining and deepening existing client relationships
Job Responsibilities
- On-going client relationship management and responsiveness, including face-to-face meetings at the client company, as well identifying opportunities to deepen the existing relationship. PB is also responsible for documenting these meetings with call reports and maintaining CRM system updates.
- Delivering Credit and Treasury solutions for clients, including assisting with processing credit requests, requests for amendments and waivers, in coordination with the credit underwriters. Coordinate with treasury management officers to add or expand treasury relationships with the clients. Additionally, PB is responsible for ensuring that all opportunities are entered and managed throughout the TS and Credit pipeline.
- In conjunction with the CSA, the PB will be responsible to ensure the client's operational needs are serviced in a timely and high-quality manner. The Portfolio Banker will also have responsibility for annual coverage review of product sets and delivering the products and services of the firm to clients.
- Oversight, escalation and resolution of any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with MMBSI management and the appropriate escalation forum. Supporting KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.
Required Qualifications, Capabilities and Skills
- 7+ years of Middle Market Banking, credit underwriting experience with a focus on business relationships
- Strong investigatory, due diligence and risk analysis skills
- Strong creative solution and problem solving abilities.
- Familiarity with loan and other contractual documentation highly desirable.
- Able to work independently multi-task and handle a sizeable account load
- Understanding of Commercial Banking products and services
- Demonstrated experience of meeting or exceeding sales goals
Preferred Qualifications, Capabilities and Skills
- Bachelor's degree preferred, and completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role
- Strong client-facing skills. Polished, with excellent verbal and written communication abilities
- Previous treasury experience is strongly preferred
- Ability to mobilize internal networks and resources. Diligent, detail-oriented and thorough
JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran.
