Address
Form of workYou are customer focused, enjoy building relationships, and providing financial advice to your clients. A role as a Multinational CorporationsPortfolio Banker is for you.
The Multinational Corporations team, within the Commercial Bank, manages J.P. Morgan's relationships with North American subsidiaries of foreign headquartered companies, solving client issues and assisting with their growth. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management.
The Portfolio Banker (PB) will be the primary relationship manager for a portfolio of accounts and will work both independently, and as part of a team, to deliver our comprehensive solutions to clients. Portfolio Bankers are required to have deep working knowledge of our solutions, especially focused on a deep understanding of Treasury Services, International Banking, Commercial Card, Foreign Exchange and Chase Merchant Solutions. The PB will interact and liaise with other areas of the organization including credit underwriters, AML/KYC officers, client service associates (CSAs), and treasury management officers.
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, but not limited to, face-to-face meetings at the client company, as well identifying opportunities to deepen the existing relationship. Coordinate with treasury management officers to add or expand treasury relationships with the clients
- Delivering Treasury and Credit solutions for clients, including coordinating with treasury management officers to add or expand treasury relationships with the clients. In addition, assisting with processing credit requests, requests for amendments and waivers, in coordination with the credit underwriters. Additionally, PB is responsible for ensuring that all opportunities are entered and managed throughout the TS and Credit pipeline.
- In conjunction with the Client Support Associates, 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, including 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
- 3-5 years of Middle Market Banking, treasury and credit underwriting experience with a focus on business relationships and client management
- Ability to work in large deal teams, is responsive, and an efficient and effective communicator
- Strong investigatory, due diligence and risk analysis skills
- Strong creative solution and problem solving abilities
- Familiarity with loan and treasury products highly desirable
- Able to work independently multi-task and handle a sizeable account load
- Understanding of Commercial Banking products and services and demonstrated experience 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, with excellent verbal and written communication abilities
- Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
- Leverage internal networks and resources to deliver for clients and escalate issues
