Portfolio Banker - Emerging Middle Market Banking - Vice President jobs in United States
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Chase · 1 month ago

Portfolio Banker - Emerging Middle Market Banking - Vice President

Chase is seeking a Portfolio Banker for their Commercial Banking team, focusing on maintaining and growing client relationships within the Emerging Middle Market segment. The role involves managing a portfolio of business clients while promoting innovative banking solutions and ensuring profitability.

BankingFinancial Services

Responsibilities

Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market)
Champion a culture of innovation and a customer centric mindset
Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
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
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Qualification

Commercial Banking knowledgeDirect lending experienceSales management skillsCredit support experienceBusiness development skillsOrganizational skillsInterpersonal skillsStrategic thinkingProblem solving abilities

Required

Minimum of Five years direct lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
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
Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book

Preferred

Bachelor's degree and formal credit training
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

Company

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

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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