Relationship Executive, Healthcare, Higher Education & Non-Profit, Executive Director

🏢 JP Morgan
📍 Boston, United StatesFull-timeOn-site
📅 Posted: 3mo ago🔄 Updated: 3mo ago
CV%
✨ AI Summary
As a Relationship Executive, you will be the primary point of contact for client acquisition and ongoing relationship management within Commercial & Specialized Industries. Your role involves introducing comprehensive financial solutions to clients in the Healthcare, Higher Education, and Non-Profit sectors. You will collaborate with internal teams across various financial services, including Investment Banking and Treasury, to serve these clients nationally. A deep understanding of products like Credit, Treasury Services, and Syndicated Finance is required, along with strong market knowledge and local connections.
🎁 Benefits & Perks
comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching
Requirements
Requires 5+ years of direct lending or credit support experience with a focus on business relationships. Must have an understanding of Commercial Banking products and services, ability to mobilize internal networks, and a demonstrated history of meeting sales goals. Excellent organizational, communication, and interpersonal skills are essential.
Description

You are client-focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. 

 

Asa Relationship Executive you will be the focal point of client acquisition and ongoing relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker, you will be responsible for growing and retaining profitable relationships withnot-for-profit health systems, universities and colleges, and not-for-profit organizations within Commercial & Specialized Industries.You will work with clients and partneracross the national Healthcare, Higher Education, Nonprofit footprint- Treasury, Industry Solutions, Credit -as well other firmwide JPMresources. including Investment Banking, Derivatives, and Corporate Responsibility, amongothers. 

 

Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting. Commercial & Specialized Industries delivers locally and therefore our ideal candidate has deep local connections and market knowledge. 

 

Job Responsibilities:

  • Champion a culture of innovation and a customer centric mindset 
  • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships 
  • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies  

 

Required Qualifications, Capabilities and Skills:

  • 5+ years direct lending or credit support related experience with a focus on business relationships 
  • Understanding of Commercial Banking products and services 
  • Ability to mobilize internal networks and resources 
  • Demonstrated experience of meeting or exceeding sales goals 
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines 
  • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely 
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners 

 

Preferred Qualifications, Capabilities and Skills: 

  • Bachelor’s degree and formal credit training preferred 
  • Sales management, business development skills, proficiency in building and maintaining positive client relationships 
  • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask 
  • Excellent business judgment, strategic thinking, self-directed, proactive and creative 

 

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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00