Jobs · Finance · Illinois

Portfolio Banker-Multinational Corporations Banking-Vice President

JPMorganChase · Chicago, IL · 3 wk ago
On-siteFinanceFull-time

Job Responsibilities

  • Manage on-going client relationship management and responsiveness, including, but not limited to, face-to-face meetings at the client company, as well identifying opportunities to deepen the existing relationship.
  • Cook up and maintain treasury relationships with the clients, coordinating with treasury management officers.
  • Deliver Treasury and Credit solutions for clients, including coordinating with treasury management officers to add or expand treasury relationships with the clients.
  • In addition, assist with processing credit requests, requests for amendments and waivers, in coordination with the credit underwriters.
  • Ensure that all opportunities are entered and managed throughout the TS and Credit pipeline.
  • Work in conjunction with the Client Support Associates to ensure the client's operational needs are serviced in a timely and high-quality manner.
  • Oversee, escalate and resolve issues, including any AML-identified compliance issues, as well as any reputational or negative media issues, in coordination with MMBSI management and the appropriate escalation forum.
  • Support the KYC officer in completing AML/KYC due diligence, including approving DDF forms that reflect true relationship knowledge.

Required Qualifications, Capabilities And Skills

  • 5+ years of middle market banking, treasury and credit underwriting experience with a focus on business relationships and client management.
  • Ability to work in large deal teams, is responsive, and an efficient and effective communicator.
  • Strong investigatory, due diligence and risk analysis skills.
  • Strong creative solution and problem solving abilities.
  • Able to work independently, multi-task and handle a sizeable account load.
  • Understanding of Commercial Banking products and services and demonstrated experience meeting or exceeding sales goals.

Preferred Qualifications, Capabilities And Skills

  • Bachelor's degree preferred, and completion of a formal bank sponsored credit training program or formal training or experience in an underwriting role.
  • Strong client-facing skills, with excellent verbal and written communication abilities.
  • Familiarity with loan and treasury products highly desirable.
  • Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies.
  • Leverage internal networks and resources to deliver for clients and escalate issues.

Similar jobs