Understanding the Role of a Relationship Executive in Technology Fintech & Payments Banking
Stepping into the shoes of a Relationship Executive in Technology Fintech & Payments Banking is an exciting opportunity to be at the forefront of the financial innovation economy. This role, offered by J.P. Morgan’s Commercial and Specialized Industries group, caters to individuals with a customer-focused approach, a knack for building relationships, and a passion for providing strategic financial advice to clients.
As a Relationship Executive, you will be actively involved in the growth and retention of profitable relationships within the Commercial & Specialized Industries group. This group specializes in Technology Fintech & Payments Banking, a niche that is rapidly evolving and ripe with opportunities for innovation and strategic partnerships.
Key Responsibilities of a Relationship Executive
As a Relationship Executive, you will carry the torch for Technology Fintech & Payments Banking, establishing your brand as a leading bank serving the most diverse and innovative clientele. This involves relentless focus on seeking out the best and most diverse founders powering innovation through a referral network built through business activities and relationship development.
Beyond client acquisition and relationship management, the role involves developing new business by deepening existing relationships and delivering the entire firm’s solutions, including credit and payments. It also requires managing risk – be it credit, operational, or reputational – appropriately, while maintaining a culture of innovation and a customer-centric mindset.
Qualifications, Capabilities, and Skills Required
The ideal candidate for this role should have a minimum of 8 years of related experience, a strong understanding of Commercial Banking products and services, and a keen interest in high-growth software, payments, e-commerce, and marketplaces. In addition, excellent sales management and business development skills, proficiency in building and maintaining positive client relationships, and strong interpersonal and influencing skills are key to success in this role.
Furthermore, the candidate should showcase disciplined pipeline management, sound judgment, and the ability to navigate ambiguity to get things done. FINRA Series 79, 63, and Securities Industry Essentials licenses are also 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. Being a committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers, is a significant advantage.
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. The company is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
Working for JPMorgan Chase is not just about the competitive total rewards package. It’s about being a part of a company that values diversity and inclusion and is an equal opportunity employer. The firm also provides reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.
About the Team
The Global Banking business at J.P. Morgan is one of the largest wholesale banking client franchises in the world. It serves a broad range of corporations, institutions, and governments by providing strategic advice, capital raising, and risk management expertise.
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.
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