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Chase · 1 month ago

Relationship Executive - Mid-Corporate Banking - Executive Director

600 Travis St, Houston, TX, 77002, US

Full-time

Onsite

Mid, Senior Level

7+ years exp

Chase is a leading financial institution, and they are seeking a Relationship Executive in Mid-Corporate Banking. The primary responsibility of this role is to acquire new clients and maintain a portfolio of relationships while providing strategic financial advice to businesses in the Mid-Corporate Banking sector.

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

Commercial Banking knowledgeClient relationship managementCorporate finance expertiseSales goals achievementFINRA licensesInterpersonal skillsOrganizational skillsProblem solvingStrategic thinking

Required

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

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

Glassdoor3.9

Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.

Founded in 2000

New York, New York, USA

10001+ employees

https://www.chase.com/

Funding

Current Stage

Late Stage

Leadership Team

Mike McDonnell

Managing Director, Head of Chase Travel Platform Product

Nicole Sanchez

Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products

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