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Vice President or Executive Director, Relationship Executive, Middle Market & Specialized Industries, Emerging Growth Coverage -San Francisco , CA

Req #: 180027234_1
Location: Palo Alto, CA, US
Job Category: Relationship Management/Sales
Job Description:

Relationship Executive (ED/VP)  - Middle Market Banking & Specialized Industries: Emerging Growth (EG)


Commercial Banking:


Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $10 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, Mid-Corporate Banking, Commercial Real Estate, Business Credit, Equipment Leasing, Chase Capital Corporation and Capital Placement Group.


Position Description:


Primary role is to cultivate and identify profitable relationships with Emerging Growth clients within the Middle Market (companies with sales size between $20 - $500MM) sector. These clients’s tends to have high growth rates, 20%+, established in last 10yrs+, VC/PE envolvment, disruptor in their industry and maintain a large e-commerce distribution. Bankers are expected to create business development goals and to work independently as well as part of a national team. The banker must be able to cross sell into every relationship and anticipates the future needs of these fast growing companies. An EG banker should have proven client relationship skills as well as product knowledge, technical expertise, and strong transaction execution skills.  


Job Requirements: As a Banker in Middle Market, your primary role as an "individual contributor" will be to grow and retain profitable relationships within the middle market segment.  You will not be responsible for managing less experienced staff, but rather focusing on generating revenues.  This is accomplished by focusing 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.  You will orchestrate the interfacing with clients by credit support staff, IB and product partners. 


You will develop a weekly sales plan prioritizing most promising revenue generating sales opportunities and be responsible for cultivating referral sources, institutionalization of relationships and aggressive calling (bankers should average 5-10 in person calls and at least 10 contacts via phone, mail or e-mail to clients and prospects per week). You will also seek opportunities to cross sell into every relationship and anticipate the future needs of the client. 



  • Bachelor's degree Required
  • Minimum of 10 years of direct lending and credit support related experience. 
  • 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

JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran


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