Relationship Executive- Middle Market Banking- Executive Director jobs at Jpmorgan in United States, Washington

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

Job Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
• Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
• Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Balance needs of clients with associated risks and interests of the firm
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Job Responsibilities:

• Conduct technology and cyber security evaluations for potential target acquisitions, external vendor products and existing line of business products & services.
• Build strong relationships with a range of technology stakeholders, inclusive of JPMC Cyber Security Architecture organization, to maintain alignment in control intent and solution design.
• Effectively communicate utilizing detailed reports, presentations, or other appropriate methods to convey the cybersecurity posture, technical complexities, and surface regulatory & compliance risks.
• Design security solutions to manage risk at newly acquired businesses.
• Develop effective relationships with acquired company leadership and teams, fostering trust and driving cultural alignment with JPMorganChase.
• Perform threat modelling to identify potential security risks and develop mitigation strategies.
• Identify opportunities to automate remediation of recurring security issues to enhance the overall cybersecurity posture of software applications and systems
• Foster a team culture of diversity, equity, inclusion, and respect.

Required Qualifications, Capabilities, and Skills:

• Formal training or certification on Cybersecurity Architecture and 5+ years applied experience with a focus on product security.
• Formal training or certification in Cybersecurity or related concepts. (e.g. CISSP, CISM, GIAC, CCSP, OSCP)
• Practical working knowledge of, or experience working in organization's subject to, global financial regulations (e.g. FFIEC, GDPR, SOC2 etc ).
• Hands-on experience in threat modelling and designing secure controls for enterprise-level solutions.
• Thorough design and operations experience in one or more of the large public cloud providers. (e.g. AWS, Azure, Google Cloud) Certifications advantageous.
• Experience in designing and securing cloud-native and hybrid architectures.
• Advanced understanding of agile methodologies, including continuous integration and delivery, application resiliency, and security.
• Experience effectively communicating with senior business leaders.

Preferred Qualifications, Capabilities, and Skills:

• Experience in Application Security & Software Development Life Cycle.
• Proficiency in one or more programming languages.
• Proficiency with configuration and management of Cloud Security Posture Management (CSPM) tools and issue resolution.
• Prior Experience with Mergers & Acquisition integration activities
• In-depth knowledge of the financial services industry and their IT systems

Job responsibilities• Leads the development of innovative API products tailored for high-value customers, ensuring alignment with business objectives and customer needs.
• Drives end-to-end project development for new API initiatives, fostering a culture of innovation and excellence within the team.
• Makes decisions that influence teams’ resources, budget, tactical operations, and the execution and implementation of processes and procedures
• Carries governance accountability for coding decisions, control obligations, and measures of success such as cost of ownership, maintainability, and portfolio operations
• Delivers technical solutions that can be leveraged across multiple businesses and domains
• Influences peer leaders and senior stakeholders across the business, product, and technology teams
• Champions the firm’s culture of diversity, opportunity, inclusion, and respectRequired qualifications, capabilities, and skills• Formal training or certification on software engineering concepts and 10+ years applied experience. In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise
• Proven experience in designing and implementing REST and GraphQL APIs, with a strong understanding of best practices and standards.
• In-depth experience with one or more API Gateways, demonstrating the ability to manage and optimize API traffic and security.
• Proficient knowledge and hands-on experience with React UI development, showcasing the ability to build and maintain scalable and efficient user interfaces.
• Demonstrated ability to collaborate and influence across organizational boundaries, fostering strong partnerships and driving alignment on strategic initiatives.
• Strong strategic thinking and team leadership skills, with a track record of guiding teams to achieve complex objectives and deliver impactful solutions.
• Experience developing or leading cross-functional teams of technologists
• Practical cloud native experience
• Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field

Preferred Qualifications

• Experience managing API security including key exchange, encryption and signature and DDoS protection