What are the responsibilities and job description for the Relationship Executive, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Executive Director position at JPMorgan Chase?
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.
As a Relationship Executive on the Healthcare, Higher Education & Non-Profit Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. This role will lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships. A typical team includes direct management of 5 to 7 Bankers. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world’s most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
- Focus on nonprofit clients with revenues of $50-150 million revenue
- Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
- Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
- Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
- Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
- Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
- Hire, manage, coach, mentor and retain a high performing and diverse team
- Foster a diverse, equitable and inclusive work environment
Required Qualifications, Capabilities and Skills
- 8 plus years’ direct lending or credit support related experience, with a focus on business relationships
- Understanding of Commercial Banking products and services
- Knowledge of the local market
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Sales management and business development skills
- Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree and formal credit training preferred
- Excellent verbal, written and listening communication skills
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Flexible to changing business priorities and ability to multitask
- Strong creative solution and problem solving abilities
- Proficiency in building and maintaining positive client relationships
