You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you.  

As a Portfolio Banker within the Middle Market Banking team, your role is to be the focal point of maintaining existing client relationships. Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.   

Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions. Our strongest Bankers have a methodical approach to the market activity and prospecting.  We deliver locally and therefore our ideal candidate has deep local connections and market knowledge. 

Job Responsibilities 

Manage, retain and deepen a portfolio of approximately 50-60 Middle Market Banking business clients with annual revenue between $20M-$100M Champion a culture of innovation and a customer centric mindset  Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships  Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies  Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required Qualifications, Capabilities and Skills 

Minimum of Five years direct lending or credit support related experience with a focus on business relationships  Understanding of Commercial Banking products and services  Ability to collaborate with internal partners and resources  Demonstrated experience of meeting or exceeding sales goals  Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines  Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book

Preferred Qualifications, Capabilities and Skills 

Bachelor’s degree and formal credit training preferred  Sales management, business development skills, proficiency in building and maintaining positive client relationships  Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask  Excellent business judgment, strategic thinking, self-directed, proactive and creative