The Role of a Relationship Executive within Beverage Banking
Are you driven by customer satisfaction, and enjoy building meaningful relationships while providing financial advice? The role of a Relationship Executive within the Beverage Banking team may be the perfect fit for you.
This position serves as the primary point of contact for client acquisition and ongoing relationships. As a Relationship Executive, you’ll work independently and as part of a team to introduce comprehensive solutions to clients. Your key responsibility is to grow and retain profitable relationships within the Commercial and Specialized Industries target space. You can find more details about this position here.
Deep Knowledge of Solutions is Key
Our Relationship Executives are required to have an in-depth working knowledge of our solutions. These include, but are not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card, and Chase Paymentech Solutions. The most successful Relationship Executives employ a methodical approach to market activity and prospecting. Given our local delivery approach, the ideal candidate will have deep local connections and market knowledge.
Job Responsibilities
A Relationship Executive has to fulfill a range of responsibilities. These include:
- Championing a culture of innovation and a customer-centric mindset
- Staying abreast of industry trends to identify opportunities for innovation or strategic partnerships
- Improving efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
- Proactively covering a multi-state/segment territory on the East Coast and Midwest, which requires a willingness to travel for in-person client meetings
- Partnering with colleagues within Commercial & Specialized Industries, primarily with Core, TDC/DCI and MNC as a Discipline Model
- Becoming the industry expert within beverage across multiple sectors including wholesale distribution, brands and suppliers, and co-manufacturing for both alcoholic and non-alcoholic beverages
- Actively partnering across lines of business including but not limited to: Investment Banking, Syndicated Finance, Asset Based Lending and Direct Lending
Required and Preferred Qualifications, Capabilities and Skills
For this role, a variety of qualifications, capabilities, and skills are required and preferred.
Required
- 8 plus 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
- FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred
- 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 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 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.
Our Commitment to Diversity and Inclusion
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.
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. Global Investment Banking supports a broad range of corporations, institutions, and governments by providing strategic advice, capital raising, and risk management expertise.
