Portfolio Banker - Middle Market Banking - Vice President

Portfolio Banker - Middle Market Banking - Vice President

07 Nov 2024
New York, New york city 00000 New york city USA

Portfolio Banker - Middle Market Banking - Vice President

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you.As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.Job Responsibilities

Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M

Champion a culture of innovation and a customer centric mindset

Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio

Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships

Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required Qualifications, Capabilities and Skills

Minimum of Five 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

Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book

Preferred Qualifications, Capabilities and Skills

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

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.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We 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. Additional details about total compensation and benefits will be provided during the hiring process.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. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransBase Pay/SalaryNew York,NY $128,300.00 - $200,000.00 / year

Related jobs

  • Job Duties: Vice President, Banker - Industry/Country Coverage with Goldman Sachs & Co. LLC in New York, New York. Develop and strengthen client relationships by participating in our advisory teams and in structuring and executing a full range of financial transactions, with a focus on Mergers and Acquisitions, Debt Issuances and Initial Public Offerings (IPOs) for Financial Institutions globally. Create and analyze financial models and perform scenario analyses to examine the effects of proposed client alternatives. Use mathematical models and statistical techniques to analyze data and prepare reports, charts and tables summarizing analyses and research results. Work with industry coverage group, interact and coordinate with both clients and other groups within the Firm, including Debt Capital Markets, Equity Capital Markets, Legal and Compliance divisions. Work closely with Managing Directors, other Vice Presidents, Associates and Analysts in the Firm. Day-to-day interaction with senior and junior bankers relating to the preparation of financial exhibits, marketing documents and information memorandums for clients. Interact with client executives, working with other bankers to help guide clients in their financial decisions. Coordinate with teams across divisions to prepare client marketing or sales memoranda. Organize and prepare presentations that explain industry trends, discuss client options, and recommend strategies to meet client goals. Job Requirements: Master’s degree (U.S. or foreign equivalent) in Economics, Business Administration, Analytic Finance, Accounting, or a related field AND three (3) years of experience in the job offered or in a related role OR Bachelor’s degree (U.S. or foreign equivalent) in Economics, Business Administration, Analytic Finance, Accounting, or a related field AND five (5) years of experience in the job offered or in a related role. Prior experience must include three (3) years of experience with Master’s degree or five (5) years of experience with Bachelor’s degree with the following: analyzing regulatory filings, including 8Ks, 10Ks, and proxies, and Wall Street analyst research reports; analyzing a client’s exposure to a variety of financial markets, including interest rates, credit quality, inflation and equities, as well as determining the potential impact on a clients’ financial metrics, including net investment income, EBITDA, interest expense, EPS, risked-based capital ratios, enterprise value and portfolio yield; creating and maintaining an array of company profiles that highlight a given company’s operations, as well as its key financial metrics, to be used in client presentations to potential buyers; and developing financial models and complex presentations related to various topics including business strategy and corporate finance using Microsoft Office, Excel, and PowerPoint. License: FINRA Series 79 and SIE required.Job Code: 7755743Salary Range: Annual base salary for this New York, New York -based position is $250,000/year - $300,000/year.QUALIFIED APPLICANTS: Apply at gs.com and click on \"Careers.\" NO PHONE CALLS PLEASE. ©The Goldman Sachs Group, Inc., 2024. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.

  • About this role

  • Location Designation: [[custrolelocationdesignation]]

  • We are currently looking for a Regional Vice President, for Sotheby’s International Realty to cover the following territory : MN, WI, IL, MO, TX, OK, KS, CO, NM, UT, ND, SD, IA, NE.

  • Company Description

  • Company Description

  • Company Description

Job Details

Jocancy Online Job Portal by jobSearchi.