Unveiling the Role of a Relationship Executive in Emerging Middle Market Banking
Are you a customer-driven professional who thrives on building relationships and offering strategic financial advice to businesses? If so, a position as a Relationship Executive in Emerging Middle Market Banking might be the ideal career move for you. This role is a chance to serve as the linchpin of client acquisition and ongoing relationships, working both independently and collaboratively to introduce comprehensive solutions to clients. It’s a role that intertwines growth and profit retention within the Emerging Middle Market target space comprising companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
As a Relationship Executive, you will have the opportunity to:
Champion a Culture of Innovation and a Customer-Centric Mindset
Instilling a culture of innovation and customer centricity is paramount. It means striving to improve processes and deliver superior customer service.
Stay Up-To-Date with Industry Trends
Keeping abreast of industry trends is crucial for identifying opportunities for innovation or forging strategic partnerships that can advance business growth and customer satisfaction.
Boost Efficiency through Automation
With the existing technical infrastructure, you will find ways to enhance efficiency through automation, while also exploring innovative opportunities offered by new technologies.
Develop a Weekly Sales Plan
This involves prioritizing revenue-generating sales opportunities, cultivating referral sources, institutionalizing relationships, and making regular client calls.
Required Qualifications, Capabilities, and Skills
The role demands a certain level of expertise and skills:
Experience in Lending or Credit Support
Having over seven years of lending or credit support related experience with a focus on business relationships is a prerequisite.
Understanding of Commercial Banking Products and Services
A comprehensive understanding of commercial banking products and services is vital to effectively serve client needs.
Proven Client Relationship Skills
An ability to engage with CEOs and CFOs, a methodical approach to market activities and prospecting, and proven client relationship skills are essential.
Meeting or Exceeding Sales Goals
Experience of meeting or exceeding sales goals is crucial. Being a top individual contributor demonstrates your ability to drive business growth.
Strong Interpersonal and Influencing Skills
These skills are necessary for establishing strong partnerships with senior business and control partners, demonstrating credibility and influence.
Local Connections and Market Knowledge
Having deep local connections and extensive market knowledge is advantageous for understanding the local market dynamics and customer needs.
Preferred Qualifications, Capabilities, and Skills
While these skills are not mandatory, they are highly valued:
Bachelor’s Degree and Formal Credit Training
A bachelor’s degree and formal credit training are preferred qualifications that can boost your efficiency and productivity in the role.
Excellent Business Judgement, Strategic Thinking, and Creativity
These skills will enable you to navigate complex business challenges, think strategically, and devise innovative solutions.
About JPMorgan Chase
JPMorgan Chase is one of the oldest financial institutions, offering 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. They have a rich history spanning over 200 years, and today, they are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
They offer a competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation. They 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.
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services, and payments. Corporations, governments, and institutions throughout the world trust them with their business in more than 100 countries.
This information is sourced from JPMorgan Chase and more details about the job description can be found here.
