Portfolio Banker - Middle Market Banking - Vice President

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role asanPortfolio Banker is for you.

The Portfolio Banker (PB) 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 not have primary new client development responsibilities, but will focus on maintaining and deepening existing client relationships.

Job Responsibilities

• In conjunction with the CSA, 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.
• 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.
• Delivering Credit and Treasury solutions for clients, including assisting with processing credit requests, requests for amendments and waivers, in coordination with the credit underwriters. Coordinate with treasury management officers to add or expand treasury relationships with the clients. Additionally, PB is responsible for ensuring that all opportunities are entered and managed throughout the TS and Credit pipeline.
• 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 diligenceincluding approving DDF forms that reflect true relationship knowledge.

Required Qualifications, Capabilities And Skills

• Strong investigatory, due diligence and risk analysis skills
• Strong creative solution and problem solving abilities.
• Able to work independently multi-task and handle a sizeable account load
• 3-5 years of middle market banking, credit underwriting experience with a focus on business relationships
• Familiarity with loan and other contractual documentation highly desirable.
• Understanding of Commercial Banking products and services
• Demonstrated experience of meeting or exceeding sales goals

Preferred Qualifications, Capabilities And Skills

• Bachelor's degree preferred, and completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role
• Previous treasury experience is strongly preferred
• Ability to mobilize internal networks and resources. Diligent, detail-oriented and thorough
• Strong client-facing skills.Polished, with excellent verbal and written communication abilities

JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

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, discretionary incentive compensation which may be awarded in recognition of 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.

Equal Opportunity Employer/Disability/Veterans