Associate Banker- Professional Services Discipline- Associate

Overview

Are you creative, energetic, and passionate about building relationships and providing support and advice to clients? A role as an Associate Banker is for you.

As an Associate Banker in the Professional Services Discipline group, you will work closely with the team’s Vice President, and Relationship Executive to help grow the business profitably. You will support the execution of the discipline’s strategy, focusing on new client development and deepening existing client relationships across the Middle Market Banking & Specialized Industries platform. This role offers direct interaction with senior and local leaders, as well as individual bankers.

• Assist in the execution of established operating rhythms, including data analysis, report distribution, and internal communications with various stakeholders
• Support the Relationship Executive and Vice President in advancing discipline objectives and business development activities
• Help maintain and update the comprehensive “Credit Book” for the discipline, detailing comparable transactional information across sub-sectors
• Contribute to the development and management of client and prospect prioritization lists for each sub-sector
• Stay informed on industry trends to help identify opportunities for strategic partnerships with Line of Business (LOB) partners
• Assist in the management of the Salesforce Dashboard to monitor and report discipline activities
• Participate in banker training and business development meetings with clients and prospects, including occasional travel to top markets

• Knowledge of professional services business models
• 2+ years of direct lending, credit support, or related experience, with a focus on business relationships
• Familiarity with Salesforce CRM system
• Understanding of Commercial Banking credit and treasury products
• Strong oral and written communication skills
• Ability to collaborate with internal partners and resources
• Demonstrated experience in meeting or exceeding goals
• Sales management and business development skills
• FINRA Series 79, 63, and Securities Exam Essentials licenses required or must be obtained within 180 days of hire

• Bachelor’s degree and formal credit training preferred
• Strong creative solution and problem-solving abilities
• Proficiency in building and maintaining positive stakeholder relationships
• Proven ability to self-start and complete projects

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans