Commercial Banker-Insurance Services-Associate

JPMorganChase • San Francisco, CA

1d

About The Position

As an Associate within the Commercial Banking & Specialized Industries (Insurance Services) team, you will support relationship coverage and business growth across the Commercial & Specialized Industries platform. You will work with customers nationally, partnering with clients and prospects across multiple U.S. markets and collaborating with senior coverage leaders and Insurance Services teammates to deepen client relationships, develop new clients, and execute the discipline strategy.

The position is not eligible for employer-sponsored immigration support. It is subject to Section 19 of the Federal Deposit Insurance Act; employment offers are contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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 and a 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 the ability to execute complex projects with limited oversight.

Responsibilities

• Support operating rhythms, including data analysis, report distribution, and internal stakeholder communications.
• 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 and support pipeline hygiene and outreach preparation.
• Maintain 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed