Portfolio Banker - Global Corporate Banking - Financial Institutions Group

Job Description

Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.

As a Portfolio Banker in the Global Corporate Banking & Specialized Industries Financial Institutions Group, you 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.

You will primarily focus on maintaining and deepening existing client relationships while also having the opportunity to create new client relationships from prospects.

You 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 and primarily focus on maintaining and deepening existing client relationships while also having the opportunity to create new client relationships from prospects.

As a Portfolio Banker you are required to have deep working knowledge of our solutions, including, but not limited to Treasury Services, Commercial Card, Trade, Credit, etc.

and will interact and liaise with other areas of the organization including client service associates, officers, Treasury Management Officers.

Job responsibilities

On-going client relationship management to ensure proper servicing of accounts. Identify opportunities to deepen existing relationships and develop new ones by utilizing a consultative approach to determine client requirements and recommended appropriate solutions.

PB is also responsible for documenting client and prospect meetings with call reports and maintaining CRM system updates.

Delivering Treasury solutions and finding cross-sell opportunities for clients independently and in coordination with partners as needed.

PB is responsible for ensuring that all opportunities are entered and managed throughout the appropriate pipeline. Additionally, PB will proactively review assigned client base and new referrals from partners to maintain a high quality of portfolio clients.

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 CCBSI 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.

Qualifications, Capabilities and Skills

• Seven plus years of banking experience, including sales and relationship management
• Strong creative solution and problem solving abilities as well as investigatory, due diligence and risk analysis skills
• Knowledge and understanding of Treasury Service products, and more broadly Commercial Banking products and services
• Able to work independently multi-task and handle a sizeable account load with strong time management, organizational and planning skills
• Excellent verbal and written communication skills
• Demonstrated experience of meeting or exceeding sales goal and ability to mobilize internal networks and resources. Diligent, detail-oriented and thorough
• 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

About Us

JPMorgan Chase & Co., 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.

For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability / Veterans

About the Team

Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.