Commercial Banker-Insurance Services-Associate

JPMorgan Chase & Co.•San Francisco, CA

9h•$115,000 - $145,000

About The Position

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.

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

Nice To Haves

Bachelor’s degree and/or formal credit training
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

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)