Relationship Executive – Mid-Corporate Commercial Banking – Executive Director
JPMorgan Chase
- Location
- Charlotte, NC, United States
- Work model
- On-Site
- Level
- Staff
- H-1B history
- 1,524 approvals (FY2023)
- Posted
- 18h ago
About this role
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. You will serve as a client-focused, transaction-oriented banker who partners across a broad stakeholder set to deliver strategic financial advice to businesses backed by financial sponsors. As a Relationship Executive, Sponsor Portfolio Banker in Mid-Corporate Commercial Banking, you are responsible for acquiring new clients and for maintaining and expanding a portfolio of sponsor-backed relationships. You will operate both independently and in close collaboration with partners to introduce JPM’s full suite of capabilities, with particular emphasis on managing inbound transaction activity from financial sponsors and their portfolio companies. You will also serve as the key link between the Financial Sponsor Group and the commercial coverage banker, ensuring aligned communication and efficient execution of sponsor-related transactions. The role is focused on growing and retaining profitable relationships within the commercial banking target segment, generally comprised of companies with approximately $50 million to $2 billion in annual revenue.
Job Responsibilities
Serve as the interface between JPM’s Financial Sponsors Group and commercial banking team, managing inbound sponsor transactions such as leveraged buyouts, recapitalizations, and add-on acquisitions Serve as a client-focused, transaction-oriented banker who partners across a broad stakeholder set to deliver strategic financial advice to businesses backed by financial sponsors. Play an integral role in the structuring, underwriting, and negotiation of credit facilities and other financial products for sponsor transaction Collaborate with product specialists in treasury, capital markets, and investment banking to deliver comprehensive solutions for portfolio companies Acquire new clients and maintain and deepen a portfolio of sponsor-backed relationships in the commercial banking target market Drive investment banking opportunities by acting as primary interface between commercial bankers and the mid-cap investment banking team Required Qualifications, Capabilities and Skills: Seven plus years of lending or credit support in corporate banking, investment banking or capital markets Knowledge of debt capital markets including pro rata bank, direct lending/private credit, institutional term loan and high yield Excellent quantitative and analytical skills with the ability to synthesize large amounts of information and help develop innovative client solutions Ability to work as a team player interacting with a variety of deal members within a financial firm Outstanding written and verbal communication skills; comfortable presenting to senior client management, investors, and senior members of the firm Ability to work well under pressure, multi-task, and meet time sensitive deadlines Demonstrated experience of meeting or exceeding sales goals Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills: Sales management, business development skills, proficiency in building and maintaining positive client relationships Experience with financial sponsors, direct lending/private credit and capital markets solutions Strong creative solution and problem-solving abilities, flexible to changing business priorities and ability to multitask Excellent business judgment, strategic thinking and self-direction