Job Summary
The role focuses on overseeing a portfolio of 70-90 business clients by delivering tailored financial strategies, managing credit, and offering expert guidance. Building lasting relationships through regular face-to-face engagements with clients and prospects is essential to uncover new business avenues.
Responsibilities
- Manage a diverse portfolio of 70-90 business clients and ensure their financial needs are met.
- Develop and implement customized financial solutions and strategies for each client.
- Conduct in-person meetings to foster strong relationships with clients and identify new business opportunities.
- Provide expert advice on credit management and financial products.
- Balance client needs with the organization’s risk management policies.
Qualifications
- Minimum of one year of experience in business banking or relevant lending fields.
- Strong understanding of business credit and various financial products.
- Outstanding communication skills, with the ability to effectively engage and maintain client relationships.
- Proficient in aligning client requirements with firm’s risk management protocols.
JPMorgan Chase & Co. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
