JPMorgan Chase & Co

Portfolio Bankers are required to have deep working knowledge of our solutions, including, but not limited to Credit, Treasury Services, International Banking, Commercial Card and Chase Merchant Solutions.. The PB will interact and liaise with other areas of the organization including credit underwriters, AML/KYC officers, client service associates (CSAs), and treasury management officers.. The Portfolio Banker will collaborate with our business development team to support the startup ecosystem and provide early stage clients banking services.. Oversight, escalation and resolution of any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with MMBSI management and the appropriate escalation forum.. Supporting KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.

commercial banker

You are founder focused, enjoy building relationships and providing financial advice to your clients. A role as a Vice President on the Middle Market Banking & Specialized Industries team is for you.

The Startup Banking team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role as a Portfolio Banker (PB), you will be the primary relationship manager for a portfolio of accounts and will work both independently, and as part of a team, to deliver our comprehensive solutions to clients. Portfolio Bankers are required to have deep working knowledge of our solutions, including, but not limited to Credit, Treasury Services, International Banking, Commercial Card and Chase Merchant Solutions. The PB will interact and liaise with other areas of the organization including credit underwriters, AML/KYC officers, client service associates (CSAs), and treasury management officers.

The Portfolio Banker will collaborate with our business development team to support the startup ecosystem and provide early stage clients banking services.

Job Responsibilities:

* On-going client relationship management and responsiveness, including face-to-face meetings at the client company, as well identifying opportunities to deepen the existing relationship. PB is also responsible for documenting these meetings with call reports and maintaining CRM system updates.

* Collaborate with our Credit and Treasury team assisting with processing credit requests.

* The PB will be responsible to ensure the client’s operational needs are serviced in a timely and high-quality manner. The Portfolio Banker will also have responsibility for annual coverage review of product sets and delivering the products and services of the firm to clients.

* Oversight, escalation and resolution of any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with MMBSI management and the appropriate escalation forum. Supporting KYC officer in completion of AML/KYC due diligence including approving DDF forms that reflect true relationship knowledge.

Required Qualifications, Capabilities and Skills:

* 5+ years of banking, portfolio management with a focus on business relationships

* Strong investigatory, due diligence and risk analysis skills

* Strong creative solution and problem solving abilities.

* Familiarity with startup ecosystems

* Able to work independently multi-task and handle a sizeable account load

* Understanding of Commercial Banking products and services

* Demonstrated experience of meeting or exceeding sales goals

Preferred Qualifications, Capabilities and Skills:

* Bachelor’s degree preferred with banking experience

* Strong client-facing skills; excellent verbal and written communication abilities

* Previous treasury experience and ability to mobilize internal networks and resources. Diligent, detail-oriented and thorough

* Self-directed, team player, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

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