- Corporate Finance
- Business Development
Commercial Banking delivers extensive industry knowledge, local expertise and seamless global capabilities to clients—including corporations, municipalities, financial institutions, real estate investors and owners, and not-for-profit organizations—with annual revenue generally ranging from $20 million to $2 billion. We offer a comprehensive set of financial products and services including credit, asset-based lending, real estate finance and treasury. We also provide clients with access to investment banking and asset management services.
Middle Market Banking & Specialized Industries
Middle Market Banking & Specialized Industries (MMBSI) is a Commercial Banking business located in 101 offices across the US and Canada. MMBSI provides credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and not-for-profit entities via our Core Banking or Specialized Industries teams. Core Banking teams generally focus on clients with annual revenues of $20 million to $500 million. Within our Specialized Industries, we generally focus on companies at all stages of growth, from early stage up to $500 million in annual revenue, and have industry experts strategically focused on serving businesses within a variety of industry segments, including, but not limited to: Agribusiness, Government, Healthcare and Technology and Life Sciences. In MMBSI, our competitive advantages include robust international capabilities, the ability to provide clients with access to world-class investment banking solutions and our focus on industry specialization. These key differentiators, combined with our dedication to personalized service, allow us to build long-term relationships with mid-sized businesses and a wide spectrum of municipalities and not-for-profit entities.
J.P. Morgan Technology bankers are dedicated to delivering financial solutions for businesses within the industry. From early-stage startups to multinational corporations, we understand the unique challenges technology companies face at every stage of their life cycle. The pace at which technology companies move from development to commercialization is accelerating, and J.P. Morgan offers a unique platform with which companies can grow. Our national footprint enables us to provide access to vital industry networks and leverage firm-wide expertise while helping guide companies as they navigate their steep growth trajectory.
Identify, pursue and close sales opportunities for a broad range of financial products and services
Manage complex, multi-product client relationships as the primary middle market banking representative
Coordinate the sales and service efforts of multiple internal business partners, including coordinating with the core middle market bankers to ensure proper coverage of all technology prospects
Proactively market clients and prospects; represent Middle Market Banking in the local banking and business communities; and develop a network of referral sources
Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
Strictly comply with all regulatory and firm-wide rules, policies, and procedures
Minimum of 7 years' experience as an outstanding Client/Relationship Manager selling commercial banking products and services with Technology Clients.
Must have material Technology Coverage experience
Strong leadership abilities in financial services sales and business development
Solid credit, analytical, and problem-solving skills
Excellent oral and written communications abilities
Knowledge of credit, corporate finance, treasury, investment, and other banking products; preferably with execution experience
Self-motivated, dependable and intelligent
Excellent reviews and referrals from current manager and peers
Completion of a recognized bank credit training program
FINRA securities licenses 79 and 63 are required for the position; however, unlicensed candidates will be considered and will need to obtain licenses (have 90 days from start date per license) to stay in the role