Role and Responsibilities of a Relationship Executive in the Applied Technology Sector
Are you customer-centric, thrive on building relationships, and excel in offering financial counsel? A career as a Relationship Executive might be the dream role for you. Especially in a dynamic field like Applied Technology, this job can offer you the opportunity to work with world-changing technologies across robotics, space, quantum computing, and semiconductors.
As a Relationship Executive in the Applied Technology team, you will be responsible for nurturing and retaining profitable relationships within the rapidly evolving tech sector. Your client base will include some of the world’s most innovative companies, primarily those innovating at the intersection of hardware and software.
Working within J.P. Morgan’s Commercial Bank
The Applied Technology team is an integral part of J.P. Morgan’s Commercial Bank, particularly its Middle Market Banking and Specialized Industries group. As a Relationship Executive, you will be the pivotal point of client acquisition and ongoing relationships. This role gives you the opportunity to work both independently and as part of a dynamic team to deliver the entire firm to your clients.
Job Responsibilities
Your responsibilities will include a wide range of tasks, from branding to business development. You will build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”. You will also be responsible for developing new business in your market by acquiring new relationships, deepening existing relationships, and leading internal strategic discussions across all our solutions including credit and payments.
Moreover, you will also focus on seeking out the best and most diverse founders powering innovation, leveraging a referral network created through business activities and relationship development. Furthermore, you will also champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk appropriately. Your passion for innovation, the start-up ecosystem and entrepreneurship will drive you to stay abreast of industry trends to identify opportunities for innovation or strategic partnerships.
Required Qualifications, Capabilities, and Skills
For this role, you need at least 8 years of related experience and a strong understanding of Commercial Banking products and services. A keen interest in high growth software, payments, ecommerce, and marketplaces will be necessary. Excellent sales management and business development skills are a must, along with proficiency in building and maintaining positive client relationships.
Strong interpersonal and influencing skills are crucial, along with the ability to establish credibility and forge strong partnerships with senior business and control partners. You should be self-directed, proactive, and creative, with the ability to use sound judgment and navigate ambiguity to get things done. Additionally, FINRA Series 79, 63, and Securities Industry Essentials licenses are required or must be obtained within 180 days of hire.
Preferred Qualifications, Capabilities, and Skills
A Bachelor’s degree and formal credit training are preferred. A willingness to play as a committed team player is cherished, especially if you are looking to add to a national team of like-minded, passionate Innovation Economy bankers.
This position is subject to Section 19 of the Federal Deposit Insurance Act, and as such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history.
About JPMorganChase
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. It is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
The company offers a competitive total rewards package, including base salary, potentially commission-based pay, and discretionary incentive compensation. A range of benefits and programs are also available, subject to eligibility. These benefits include comprehensive health care coverage, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. JPMorgan Chase & Co. is an Equal Opportunity Employer.
To learn more about the position, visit here.
About the Team
J.P. Morgan’s Global Banking business is one of the largest wholesale banking client franchises in the world. It serves a diverse client base, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks, and investors. Commercial Banking, in particular, provides credit and financing, treasury and payment services, international banking, and real estate services to clients.
