Commercial Banker-Insurance Services-Associate at JPMorgan Chase & Co. | California, United States | Rezi

Commercial Banker-Insurance Services-Associate at JPMorgan Chase & Co.

Commercial Banker-Insurance Services-Associate

JPMorgan Chase & Co. · California, United States

2 weeks ago

Commercial Banker-Insurance Services-Associate

JPMorgan Chase & Co. · California, United States

17 days ago
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About the Role

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.

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).

Requirements

  • 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.
  • This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

Skills

  • Salesforce CRM
  • Commercial Banking credit and treasury products
  • Oral and written communication
  • Collaboration
  • Meeting or exceeding goals
  • Individual contributor mindset
  • Business development
  • Relationship management
  • Creative solutioning
  • Problem-solving
  • Building and maintaining positive stakeholder relationships
  • Executing on complex projects with limited oversight

Education Level

  • Bachelor’s degree
  • Formal credit training

Benefits

  • Competitive total rewards package
  • Base salary determined based on the role, experience, skill set and location
  • Commission-based pay and/or discretionary incentive compensation
  • Comprehensive health care coverage
  • On-site health and wellness centers
  • Retirement savings plan
  • Backup childcare
  • Tuition reimbursement
  • Mental health support
  • Financial coaching

About the Company

  • JPMorganChase is one of the oldest financial institutions, offering 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.
  • 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.

Equal Opportunity

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