The Role and Responsibilities of a Commercial Banker in Applied Technology
Being a Commercial Banker, especially in the field of Applied Technology, is a role that requires an individual to be customer-centric, focused on building relationships and dedicated to providing financial advice to clients. This role is much sought after in the Middle Market Banking team, where the primary responsibilities include growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries, with a particular focus on Technology.Here
Working in this role involves being the focal point of client acquisition and ongoing relationships with the world’s most innovative companies. It demands working both independently and as part of a dynamic team to deliver the entire firm to the clients.
Job Responsibilities of a Commercial Banker in Applied Technology
As a Commercial Banker in the Applied Technology sector, the job responsibilities are quite extensive and diverse. They include:
- Building a brand within your market that represents Applied Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”.
- Developing new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments.
- Focusing on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development.
- Championing a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately.
- Having a passion for innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships.
Qualifications, Capabilities and Skills Required
To be successful in this role, the following qualifications, capabilities and skills are required:
- At least 5+ years of related experience.
- A strong understanding of Commercial Banking products and services.
- An understanding and interest in high growth software, payments, ecommerce and marketplaces.
- Excellent sales management and business development skills.
- Proficiency in building and maintaining positive client relationships.
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners.
- Being self-directed, proactive, and creative; using sound judgment and navigating ambiguity to get things done.
- FINRA Series 79, 63 and Securities Industry Essentials licenses required or must be obtained within 180 days of hire.
Preferred Qualifications, Capabilities and Skills
While the above-mentioned skills and qualifications are a must, there are certain preferred qualifications, capabilities and skills that would enhance one’s chances at excelling in this role. These include:
- Having a Bachelor’s degree and formal credit training.
- Being a strong committed team player, looking to add to a national team of like-minded, passionate Innovation Economy bankers.
Being a part of JPMorgan Chase, one of the oldest financial institutions, you would be 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.
The company offers a competitive total rewards package, including base salary determined based on the role, experience, skill set and location. The firm also provides 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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans and recognizes that its people are its strength and the diverse talents they bring to the global workforce are directly linked to its success. The company is an equal opportunity employer and places a high value on diversity and inclusion.
About the Team
The Global Banking business of J.P. Morgan is one of the largest wholesale banking client franchises in the world. The firm serves clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking at J.P. Morgan 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.
