JPMorganChase

Commercial Banker-Insurance Services-Associate

JPMorganChase  •  San Francisco, CA (Onsite)  •  3 hours ago
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Job 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 for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JPMorganChase

About JPMorganChase

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.

We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.

Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms

© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
New York, NY
Year Founded
Unknown
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