Portfolio Banker - Middle Market Banking - Vice President

Company: JPMorgan Chase & Co.
Location: Boston
Posted on: April 1, 2025

Job Description:

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you. - -
As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space. - -
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. - We deliver locally and therefore our ideal candidate has deep local connections and market knowledge. -
Job Responsibilities -

• 
  
• Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M
  
• Champion a culture of innovation and a customer centric mindset -
  
• Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
  
• 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 -
  
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
  
  Required Qualifications, Capabilities and Skills -
  
  • 
    
  • Minimum of Five years direct lending or credit support related experience with a focus on business relationships -
    
  • Understanding of Commercial Banking products and services -
    
  • Ability to collaborate with internal partners 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 -
    
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
    
  • Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
    
    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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Keywords: JPMorgan Chase & Co., Boston , Portfolio Banker - Middle Market Banking - Vice President, Accounting, Auditing , Boston, Massachusetts