Job Description

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 Middle Market 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 Middle Market and Specialized Industries target space.    

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 Chase Paymentech Solutions. 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 approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
• 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
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire (for 100+ bankers) 

Preferred Qualifications, Capabilities and Skills  

• Bachelor’s degree and formal credit training preferred  
• 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 

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 Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.

Commercial Banking provides 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 not-for-profit organizations.

Job Tags

Bank staff, Local area, Flexible hours,

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