
Relationship Executive - Mid Corporate Banking - Executive Director
at J.P. Morgan
Posted 16 days ago
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As a Relationship Executive in Mid-Corporate Banking based in Cleveland, you will acquire new clients and manage and deepen a portfolio of relationships for companies typically with $100M–$2B in annual revenue. You will collaborate with Mid‑Cap Investment Banking, financial sponsors, and internal partners to deliver commercial banking, credit, and capital markets solutions and drive transaction execution. The role requires 7+ years of lending or credit-related experience, strong client relationship and sales track record, and FINRA Series 79, 63 and SIE licenses (or the ability to obtain them within 180 days). You will also champion innovation, apply market knowledge to identify opportunities, and seek efficiency through automation and new technologies.
- Compensation
- Not specified
- City
- Cleveland
- Country
- United States
Currency: Not specified
Full Job Description
Location: Cleveland, OH, United States
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities
- Act as a primary interface with our Mid-Cap Investment Banking Team
- Acquire new clients and maintaining and deepening a portfolio of relationships.
- Act as the interface between our financial sponsors team and portfolio companies
- Growing and retain profitable relationships within the Mid-Corporate Banking target market
- 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
- Seven plus years of lending or credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
- Ability to collaborate with internal partners 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
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Deep local connections and market knowledge
- Corporate finance expertise and strong transaction execution skills
- FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree and formal credit training
- Sales management, business development skills, proficiency in building and maintaining positive client relationships
- Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
- 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





