Commercial Banker-Insurance Services-Associate at JPMC Candidate Experience page

San Francisco, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Oct, 26

Salary

145000.0

Posted On

18 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance Services Business Model, Direct Lending, Credit Support, Salesforce CRM, Commercial Banking Products, Treasury Products, Oral Communication, Written Communication, Collaboration, Business Development, Relationship Management, Problem Solving, Stakeholder Management, Project Execution, Data Analysis, Credit Training

Industry

Financial Services

Description

You are entrepreneurial, energetic and enjoy building relationships and providing advice to your constituents. A role as a Commercial Banker is for you. As an Associate within the Commercial Banking & Specialized Industries (Insurance Services) team, you will support relationship coverage and business growth efforts across the Commercial & Specialized Industries platform. You will work closely with senior coverage leaders and Insurance Services teammates to help deepen existing client relationships, contribute to new client development, and help execute the discipline strategy. Job Responsibilities * Support execution of established operating rhythms, including data analysis, report distribution, and internal communications with stakeholders * Help build and maintain discipline-wide materials, including a comprehensive “Credit Book” with comparable transaction details by sub-sector * Maintain client and prospect prioritization lists across sub-sectors; support pipeline hygiene and outreach preparation * Contribute to maintaining knowledge of industry trends to help identify opportunities for strategic partnerships across the firm * Support development and management of Salesforce dashboards to monitor and report discipline activities * Partner with internal groups to help drive advisory, capital markets, and payments opportunities, coordinating with coverage and product partners as needed * Participate in travel to key markets for banker training and business development meetings with clients and prospects (as needed) Required qualifications, capabilities and skills * Knowledge of the Insurance Services business model * Experience in direct lending and/or credit support, with a focus on business relationships * Working knowledge of Salesforce CRM * Understanding of Commercial Banking credit and treasury products * Strong oral and written communication skills * Ability to collaborate with internal partners and resources * Demonstrated ability to meet or exceed goals; strong individual contributor mindset * Business development and relationship management skills Preferred qualifications, capabilities and skills * Bachelor’s degree and/or formal credit training * Strong creative solutioning and problem-solving abilities * Demonstrated ability to build and maintain positive stakeholder relationships * Self-starter with ability to execute on complex projects with limited oversight FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Responsibilities

Support relationship coverage and business growth for the Insurance Services team by deepening client relationships and executing discipline strategies. Responsibilities include data analysis, maintaining credit books, managing Salesforce dashboards, and coordinating with internal product partners.