Managing Director or Executive Director, Relationship Executive , Corporate Client Banking & Specialized Industries - Houston, TX
Req #: 190034711
Location: Houston, TX, US
Job Category: Relationship Management/Sales
Executive Director, Corporate Client Banking & Specialized Industries South Banking Group Houston, TX
Description: The position is a corporate banking Relationship Management role in the Corporate Client Banking & Specialized Industries South Banking Group, with a heavy emphasis on business development and market leadership. The primary functions are to 1) generate new business opportunities, 2) manage existing client relationships, and 3) represent our South Region banking practice in select U.S. markets.
The South Banking Group is part of Corporate Client Banking & Specialized Industries within the Commercial Bank and is responsible for managing relationships with public and private companies with revenues of $500 million and above. This group provides traditional corporate banking products as well as investment banking products to its clients. Our business partners include product specialists from Debt Capital Markets, Equity Capital Markets, M&A, Treasury Services, Corporate Derivatives and Private Banking.
The South Banking Group focuses on companies located in the Southern U.S. (Texas, New Mexico, Oklahoma, Arkansas, Louisiana, Mississippi, Alabama, Tennessee, Georgia, Florida, South Carolina, North Carolina, Kansas, Nebraska).
This position requires a relationship manager capable of driving business independently. The banker should have proven client relationship skills and an ability to call at the CEO/CFO level.
Strong corporate finance, credit, and transaction execution skills are required. Corporate Banking and Investment Banking experience is preferred.
Specific responsibilities and required skills are listed below.
Identify, pursue and close sales opportunities for a broad range of financial products and services
Manage complex, multi-product client relationships as the primary relationship manager
Coordinate the sales and service efforts of multiple internal business partners
Proactively market clients and prospects; represent CCBSI's South Banking Group in the local banking and business communities and develop a network of referral sources
Collaborate with credit underwriting team on analysis, structuring, negotiation, and documentation of credit requests
Initiate and maintain strategic dialogue with clients and prospects to generate ongoing corporate finance, treasury services and credit opportunities
Strictly comply with all regulatory and JMPC rules, policies, and procedures
Minimum of 10 years' experience as an outstanding Client/Relationship Manager selling corporate finance or commercial banking products and services
Knowledge and experience in Corporate Banking or Investment Banking is preferred
Strong leadership abilities in financial services sales and business development
Solid credit, analytical, and problem-solving skills
Excellent oral and written communications abilities
Knowledge of credit, corporate finance, treasury, investment banking, and other banking products; preferably with execution experience
Self-motivated, dependable and intelligent
Candidate must be a top individual contributor, with a strong performance track record
Completion of a recognized bank credit training program or investment banking training program
Possess (or obtain within three months of hire) FINRA Series 79 and 63 securities licenses
Jpmorgan Chase & Co.