Chase · 5 months ago
Relationship Executive, Mid Corporate Banking- Managing Director
560 Mission St, San Francisco, CA, 94105, US
Full-time
Onsite
Director/Executive
$245K/yr - $400K/yr
15+ years expChase is a leading financial services firm seeking a Commercial Banker in Mid-Corporate Banking. The role focuses on new client acquisition and maintaining a portfolio of relationships, while providing strategic financial advice to businesses with annual revenues ranging from $100 million to $2 billion.
BankingFinancial Services
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
Qualification
Required
Fifteen years 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 24, 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred
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
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
Small Business Trends
2026-01-18
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