Introduction to the Role of Relationship Executive in Healthcare Services Banking
Are you customer-centric with a knack for building relationships and providing financial advice? If so, the role of a Relationship Executive within the Healthcare Services Banking team might be the perfect fit for you. As a Relationship Executive, you will be the focal point of client acquisition and ongoing relationships. This position, part of J.P. Morgan’s Commercial Bank within its Commercial and Specialized Industries group, involves both independent and team-based work to deliver comprehensive financial solutions to clients. This article provides a detailed overview of what the job entails and the qualifications required. To learn more about applying for this role, click Here.
Job Responsibilities
The primary responsibility of a Relationship Executive within the Healthcare Services Banking team is to grow and retain profitable relationships within the Healthcare Services Banking target space. The focus is on companies within a specific industry, with sales ranging from $20 million to $2 billion. As a Relationship Executive, you will also champion a culture of innovation and a customer-centric mindset. Staying up-to-date with industry trends to identify opportunities for innovation or strategic partnerships is also a part of your responsibilities. Additionally, you will need to find ways to drive efficiency with existing technical infrastructure through automation while embracing innovative opportunities offered by new technologies.
Required Qualifications, Capabilities, and Skills
Applicants for the Relationship Executive role should have at least 8+ years of experience in a similar banking role or credit/lending related experience, with proven performance results. A deep understanding of Commercial Banking products and services is essential, along with the ability to mobilize internal networks 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 are also required. Excellent verbal and written communication skills are crucial, as well as strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners. Applicants must hold FINRA Series 79, 63, and Securities Industry Essentials licenses, or must be able to obtain them within 180 days of hire.
Preferred Qualifications, Capabilities, and Skills
While these are not mandatory, having a Bachelor’s degree and formal credit training is preferred. Sales management and business development skills, proficiency in building and maintaining positive client relationships, strong creative solution and problem-solving abilities, excellent business judgment and strategic thinking are highly desirable. Self-directed, proactive, and creative individuals who use sound judgment and navigate ambiguity to get things done are often successful in this role. Flexibility to changing business priorities and the ability to multitask is also a plus.
About JPMorgan Chase
JPMorgan Chase, 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. The company’s history spans over 200 years, and today it is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management. The company places a high value on diversity and inclusion and does 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. Reasonable accommodations are also made for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
About the Team
J.P. Morgan’s Global Banking business is one of the largest wholesale banking client franchises in the world. They 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.
