Relationship Executive, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Executive Director

Posted 2 Days Ago
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Dallas, TX
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Relationship Executive will manage and lead a team to grow and maintain banking relationships in healthcare, higher education, and non-profit sectors. This role involves client acquisition, mentorship of junior team members, and delivering innovative banking solutions while ensuring a diverse, equitable work culture.
Summary Generated by Built In

Job Description
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you.
As a Relationship Executive on the Healthcare, Higher Education & Non-Profit Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. This role will lead a team of Bankers in their business development efforts to grow and retain profitable banking relationships. A typical team includes direct management of 5 to 7 Bankers. In this role you will be expected to maintain a portfolio of your own while leading the banking team, however, the portfolio size is typically smaller in recognition of management responsibilities. As part of the regional coverage, travel to clients may include approximately 25% of schedule.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities

  • Focus on nonprofit clients with revenues of $50-150 million revenue
  • Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
  • Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
  • Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
  • Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
  • Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
  • Hire, manage, coach, mentor and retain a high performing and diverse team
  • Foster a diverse, equitable and inclusive work environment


Required Qualifications, Capabilities and Skills

  • 8 plus years' direct lending or credit support related experience, with a focus on business relationships
  • Understanding of Commercial Banking products and services
  • Knowledge of the local market
  • Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
  • Sales management and business development skills
  • Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team


Preferred Qualifications, Capabilities and Skills

  • Bachelor's degree and formal credit training preferred
  • Excellent verbal, written and listening communication skills
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
  • Flexible to changing business priorities and ability to multitask
  • Strong creative solution and problem solving abilities
  • Proficiency in building and maintaining positive client relationships


About Us
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 for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.

What the Team is Saying

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The Company
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What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

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