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Vice President / Associate - Relationship Manager

Dallas, TX, USA | J.P. Morgan

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Business Development
  • Experience:
    7-10 years
Job Description:
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Identify, pursue and close sales opportunities for a broad range of financial products and services

Manage complex, multi-product client relationships as the primary middle market banking representative

Coordinate the sales and service efforts of multiple internal business partners, including coordinating with the core middle market bankers to ensure proper coverage of all technology prospects

Proactively market clients and prospects; represent Middle Market Banking 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

Strictly comply with all regulatory and firm-wide rules, policies, and procedures


Minimum of 7 years experience as an outstanding Client/Relationship Manager selling commercial banking products and services with Technology Clients.

Must have material Technology Coverage experience

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, and other banking products; preferably with execution experience

Self-motivated, dependable and intelligent

Excellent reviews and referrals from current manager and peers

Completion of a recognized bank credit training program

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