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JP Morgan Chase

Runs a consumer bank and an investment bank

Commercial Banker-Insurance Services-Associate

Retail & Commercial BankingPosted on Nov 9
Full-time$115k - $145k

About the Job

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 customer relationship management (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 and an individual-contributor mindset.
  • Business development and relationship management skills.

Responsibilities

  • Support 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.

Desired Qualifications

  • 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.
  • Bachelor’s degree and/or formal credit training.

About the Company

JP Morgan Chase

Runs a consumer bank and an investment bank

JPMorgan Chase runs the largest bank in the United States, which serves households and small businesses as Chase and large companies, governments, and investors as J.P. Morgan. During the 2008 financial crisis it bought the failing investment bank Bear Stearns and lender Washington Mutual, and in 2023 it took over First Republic Bank after regulators seized it. Chase takes deposits and earns interest on credit cards, mortgages, and car loans, while the investment side earns fees for advising on mergers, raising money for companies, trading stocks and bonds, and managing wealth. Formed in a 2000 merger, JPMorgan Chase traces its roots to 1799 and is based in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1799

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