Portfolio Banker

Responsibilities

• Manage, retain, and deepen a portfolio of Commercial Banking business clients within the Emerging Middle Market segment (annual revenue $20M - $100M).
• Utilize knowledge of business, finance, payment solutions, and credit to recommend solutions that serve client needs and ensure portfolio profitability.
• Champion a customer-centric mindset and a culture of innovation.
• Identify opportunities for strategic partnerships and stay updated on industry trends.
• Protect the firm by following sound risk management protocols, control policies, and regulatory requirements.

Requirements

• Minimum of five years of direct lending or credit support experience with a focus on business relationships.
• Deep understanding of Commercial Banking products and services.
• Demonstrated experience meeting or exceeding sales goals.
• Strong interpersonal and influencing skills with the ability to establish credibility with senior partners.
• Excellent organizational skills and the ability to manage priorities under pressure.

Preferred Qualifications

• Bachelor’s degree and formal credit training.
• Proven sales management and business development skills.
• Proficiency in building and maintaining positive, long-term client relationships.
• Strong creative problem-solving abilities and the capacity to multitask in a changing business environment.

About the Company

JPMorganChase is a leading global financial services firm with over 200 years of history. We offer innovative financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. Our expertise spans investment banking, consumer banking, commercial banking, and asset management.