Apply Now    

Commercial Bank - For-Profit Healthcare Group - Relationship Executive - Austin, TX

Req #: 180021646
Location: Austin, TX, US
Job Category: Relationship Management/Sales
Job Description:

Commercial Bank

Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. Our Commercial Bankers serve these clients by operating in 14 of the 15 top U.S. major markets. Our professionals' industry knowledge and experience combine with our dedicated service model, comprehensive solutions, and local expertise to make us the #1 commercial bank in our retail branch footprint. 

The firm's broad platform positions us to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. Chase Commercial Banking includes seven businesses: Middle Market Banking, Government, Not-for-Profit & Healthcare Banking, Corporate Client Banking, International Banking, Treasury Services, Real Estate, and Credit Markets. 


Middle Market Banking & Specialized Industries

Middle Market Banking & Specialized Industries (MMBSI) is a Commercial Banking business located in 101 offices across the US and Canada. MMBSI provides credit and cash management services as well as access to capital markets and corporate finance advisory solutions, through our Investment Bank, to corporations, municipalities and not-for-profit entities via our Core Banking or Specialized Industries teams.  

Our Specialized Industries team, serves businesses within a variety of industry segments, including, but not limited to: Agribusiness, Government, Healthcare and Technology. By employing our product and industry expertise we can deliver comprehensive financial solutions that are tailored to the needs of our clients.

In MMBSI, our competitive advantages include robust international capabilities, the ability to provide clients with access to world-class investment banking solutions and our focus on industry specialization. These key differentiators, combined with our dedication to personalized service, allows us to build long-term relationships with mid-sized businesses and a wide spectrum of municipalities and not-for-profit entities.


Primary Function

A Relationship Executive is working towards the growth and retention of existing profitable relationships within the Middle Market For-Profit Healthcare Group (companies with sales size between $20 - $500MM), as well as the acquisition of new clients. The Relationship Executive carries heavy new business development goals and is expected to work independently. They will seek opportunities to cross sell into every relationship and anticipates the future needs of the client. The Relationship Executive should have proven client relationship skills as well as extensive product knowledge, technical expertise, and strong transaction execution skills. It is highly desirable to have existing experience in Healthcare Banking as well as a presence in their geographical marketplace and region.  

  • Responsible as an “individual contributor” to add new client relationships who will grow and retain profitable relationships within the Middle Market segment
  • As an “individual contributor” the Relationship Executive is not responsible for managing less experienced staff but focused on generating revenue
  • Focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship
  • Orchestrate the interfacing with clients by credit support staff and all other product partners
  • Develop a weekly sales plan prioritizing most promising revenue generating sales opportunities and responsible for cultivating referral sources, institutionalization of relationships and aggressive calling
  • Specific calling goals will be developed depending upon client portfolio responsibilities; calling requirements have a strong emphasis on in-person meeting with clients and prospective clients
  • Seek opportunities to cross sell into every relationship and anticipate the future needs of the client
  • Credit process management is a critical component of the position
  • Bachelor's degree required

  • Minimum of 10 years of direct lending and credit support related experience in commercial banking 

  • Strong knowledge of specific geographical marketplace and region preferred 

  • Preference will be given to candidates with demonstrated healthcare experience managing clients in a commercial bank setting

  • Good problem solving, oral, and written communication skills

  • Extensive knowledge of commercial banking products and services 

  • Top individual contributor 

  • Formal bank credit training program

  • Possesses strong creative solution and problem solving skills 

  • Ability to mobilize internal networks and resources

  • FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates considered but required to obtain licenses within 90 days of start date

  • The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.  It may be different than what is listed on the requisition based on candidate experience level.

Apply Now    
Link for schema

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Other Information

Apply Using LinkedIn

You can also apply using your LinkedIn® profile. It may save you some time because your information will be automatically transferred into our system. Just click on the LinkedIn logo when you get to the application screen and follow the directions.

Submit an Updated Résumé

During the application process, be sure you have an up-to-date copy of your Résumé, your cover letter and any other documentation you would like to submit.