Senior Banker – Commercial Banking Middle Market
Commercial Banking serves more than 30,000 clients, including corporations, municipalities, financial institutions, and not-for-profit entities with annual revenues generally ranging from $20 million to $2 billion. Our Commercial Bankers serve these clients by operating in 14 of the 15 top U.S. major markets. Our professionals' industry knowledge and experience combine with our dedicated service model, comprehensive solutions, and local expertise to make us the #1 commercial bank in our retail branch footprint.
The firm's broad platform positions us to deliver extensive product capabilities - lending, treasury services, investment banking, and asset management - to meet our clients' domestic and international financial needs. Chase Commercial Banking includes seven businesses: Middle Market Banking, Government, Not-for-Profit & Healthcare Banking, Corporate Client Banking, International Banking, Treasury Services, Real Estate, and Credit Markets.
Middle Market Banking:
Middle Market Banking covers companies with annual revenues from $20 million to $500 million, offering cash management, credit, investment banking and wealth management. Our sales teams provide industry expertise, local decision making and delivery, along with personalized service and a deep array of products, which are all critical to building long-term relationships.
Primary goal is to grow and retain profitable relationships within the Middle Market segment through financial/credit analysis. Under direct supervision of more senior relationship bankers, will work to deliver value added solutions to clients. Individuals in this position have developed the experience to function as the lead on smaller accounts and as backup on larger clients. May handle client meetings on matters related to financing, but would not typically handle meetings involving key clients. Establish rapport with clients through regular contact by phone and in person. Developing the ability to identify financial needs and recommend appropriate products and services.
Primary role is working towards the growth and retention of existing profitable relationships within the Middle Market (companies with sales size between $20 - $500MM), as well as the acquisition of new clients. Incumbent carries heavy new business development goals and is expected to work independently. Incumbent seeks opportunities to cross sell into every relationship and anticipates the future needs of the client. Incumbent should have proven client relationship skills as well as extensive product knowledge, technical expertise, and strong transaction execution skills. It is highly desirable that Incumbent have existing presence in the local marketplace.
As a Senior Banker in Middle Market, your primary role as an "individual contributor" will be to grow and retain profitable relationships within the middle market segment. You will not be responsible for managing less experienced staff, but rather focusing on generating revenues. This is accomplished by focusing on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. You, as the focal point of the client relationship, will orchestrate the interfacing with clients by credit support staff and all other product partners.
You will develop a weekly sales plan prioritizing most promising revenue generating sales opportunities and be responsible for cultivating referral sources, institutionalization of relationships and aggressive calling. Specific calling goals will be developed depending upon client portfolio responsibilities, however, calling requirements have a strong emphasis on in-person meeting with clients and prospective clients. You will also seek opportunities to cross sell into every relationship and anticipate the future needs of the client. Credit process management is a critical component of your responsibilities.
- Bachelor's degree or equivalent.
- Minimum of 10 years of direct lending and credit support related experience in commercial banking
- Preference will be given to candidates with demonstrated experience managing clients in a commercial bank setting.
- Good problem solving, oral, and written communication skills.
- Extensive knowledge of commercial banking products and services.
- Top individual contributor.
- Formal bank credit training program.
- Possesses strong creative solution and problem solving skills.
- Ability to mobilize internal networks and resources
- Series 63 & 79 registration may be required in addition to meeting FINRA continuing education requirements. (If not currently licensed – must be able to obtain within a specific time frame discussed at offer)
- The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level.