LOG IN
SIGN UP
Canary Wharfian - Online Investment Banking & Finance Community.
Sign In
or continue with e-mail and password
Forgot password?
Don't have an account?
Create an account
or continue with e-mail and password
By signing up, you agree to our Terms & Conditions and Privacy Policy.

Relationship Executive, Healthcare, Higher Education & Non-Profit, Executive Director

ExperiencedNo visa sponsorship
J.P. Morgan logo

at J.P. Morgan

Bulge Bracket Investment Banks

Posted 2 months ago

No clicks

The Relationship Executive will acquire, grow and retain profitable commercial banking relationships with not-for-profit health systems, universities/colleges, and other nonprofit organizations. You will act as the primary client contact, mobilize firmwide resources (credit, treasury, international banking, syndicated finance, payments, and more) and partner across Healthcare, Higher Education and Nonprofit teams. The role requires deep product knowledge, local market relationships and a methodical approach to prospecting and sales. Strong relationship, communication and credit/lending experience are essential.

Compensation
Not specified

Currency: Not specified

City
Orlando
Country
United States

Full Job Description

Location: Orlando, FL, United States

You are client-focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. 

As a Relationship Executive you will be the focal point of client acquisition and ongoing relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you will be responsible for growing and retaining profitable relationships with not-for-profit health systems, universities and colleges, and not-for-profit organizations within the Commercial & Specialized Industries. You will work with clients and partner across the national Healthcare, Higher Education, Nonprofit footprint - Treasury, Industry Solutions, Credit - as well other firmwide JPM resources. including Investment Banking, Derivatives, and Corporate Responsibility, among others.  

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. Commercial & Specialized Industries delivers locally and therefore our ideal candidate has deep local connections and market knowledge. 

Job Responsibilities:

  • Champion a culture of innovation and a customer centric mindset 
  • 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  

Required Qualifications, Capabilities and Skills:

  • 5+ years direct lending or credit support related experience with a focus on business relationships 
  • Understanding of Commercial Banking products and services 
  • Ability to mobilize internal networks 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 
  • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely 
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners 

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 

 

Join the team providing financial solutions to Commercial Banking clients across the country.

Relationship Executive, Healthcare, Higher Education & Non-Profit, Executive Director

Compensation

Not specified

City: Orlando

Country: United States

J.P. Morgan logo
Bulge Bracket Investment Banks

2 months ago

No clicks

at J.P. Morgan

ExperiencedNo visa sponsorship

The Relationship Executive will acquire, grow and retain profitable commercial banking relationships with not-for-profit health systems, universities/colleges, and other nonprofit organizations. You will act as the primary client contact, mobilize firmwide resources (credit, treasury, international banking, syndicated finance, payments, and more) and partner across Healthcare, Higher Education and Nonprofit teams. The role requires deep product knowledge, local market relationships and a methodical approach to prospecting and sales. Strong relationship, communication and credit/lending experience are essential.

Full Job Description

Location: Orlando, FL, United States

You are client-focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. 

As a Relationship Executive you will be the focal point of client acquisition and ongoing relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you will be responsible for growing and retaining profitable relationships with not-for-profit health systems, universities and colleges, and not-for-profit organizations within the Commercial & Specialized Industries. You will work with clients and partner across the national Healthcare, Higher Education, Nonprofit footprint - Treasury, Industry Solutions, Credit - as well other firmwide JPM resources. including Investment Banking, Derivatives, and Corporate Responsibility, among others.  

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. Commercial & Specialized Industries delivers locally and therefore our ideal candidate has deep local connections and market knowledge. 

Job Responsibilities:

  • Champion a culture of innovation and a customer centric mindset 
  • 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  

Required Qualifications, Capabilities and Skills:

  • 5+ years direct lending or credit support related experience with a focus on business relationships 
  • Understanding of Commercial Banking products and services 
  • Ability to mobilize internal networks 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 
  • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely 
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners 

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 

 

Join the team providing financial solutions to Commercial Banking clients across the country.