Associate Banker-Healthcare, Higher Education and Not for Profit- Associate

Location: Seattle, WA, United States

Job Family: Relationship Manager

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a strong commitment to serving middle market clients across diverse sectors. As an Associate Banker in our Healthcare, Higher Education, and Not for Profit team, you will play a pivotal role in delivering innovative financial solutions to over 20,000 clients nationwide. Based in our Seattle, WA office, this position offers the opportunity to work in a dynamic environment focused on building lasting partnerships with organizations that drive community impact. You will leverage JPMorgan Chase's extensive resources in commercial banking, treasury services, and capital markets to help clients navigate complex financial landscapes, from funding expansions in higher education institutions to optimizing cash flow for nonprofit healthcare providers. In this relationship management role, your primary focus will be on cultivating and expanding client relationships while identifying opportunities for growth. You will conduct in-depth financial analyses, structure tailored lending solutions, and collaborate with cross-functional teams to ensure seamless service delivery. Staying ahead of sector-specific trends—such as regulatory changes in healthcare reimbursement or endowment management in higher education—will be key to providing proactive advice that positions JPMorgan Chase as a trusted advisor. This role demands a blend of analytical rigor and interpersonal finesse, as you engage with executive leaders to align our offerings with their strategic goals. JPMorgan Chase values innovation, integrity, and inclusion, and we support your professional growth through robust training programs and career advancement opportunities. Joining our team means contributing to meaningful work that supports vital sectors while benefiting from a collaborative culture and comprehensive rewards. If you are passionate about financial services and eager to make an impact in the Pacific Northwest market, this Associate Banker position is an ideal step in your career at one of the world's most admired financial institutions.

Key Responsibilities

• Manage and grow a portfolio of over 20,000 middle market clients in healthcare, higher education, and not-for-profit sectors by providing tailored financial solutions
• Develop and maintain strong relationships with key decision-makers, including CFOs and board members, to identify and address their banking needs
• Conduct financial analysis and credit assessments to recommend appropriate lending, treasury, and investment products from JPMorgan Chase's offerings
• Collaborate with internal teams, such as credit risk and product specialists, to deliver comprehensive financial strategies
• Drive business development initiatives, including prospecting new clients and cross-selling services like cash management and foreign exchange
• Monitor industry trends in healthcare, education, and nonprofits to advise clients on risk mitigation and growth opportunities
• Prepare and present business reviews, proposals, and performance reports to clients and senior management
• Ensure compliance with all regulatory requirements, including FDIC guidelines and JPMorgan Chase's internal policies
• Participate in community outreach and industry events to enhance JPMorgan Chase's presence in the Seattle market

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 3-5 years of experience in commercial banking, relationship management, or financial services within the healthcare, higher education, or not-for-profit sectors
• Proven track record of managing client portfolios and driving revenue growth in middle market banking
• Strong understanding of financial analysis, credit underwriting, and regulatory compliance in the financial services industry
• Ability to travel up to 25% for client meetings and industry events
• Series 7 and 63 licenses or willingness to obtain them
• Excellent communication and presentation skills with the ability to engage C-suite executives

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFA or CPA
• Experience working with healthcare providers, universities, or nonprofit organizations in the Pacific Northwest
• Familiarity with JPMorgan Chase's treasury management and capital markets solutions
• Bilingual skills, particularly in Spanish, to serve diverse client bases
• Prior leadership experience in team-based financial advisory roles

Required Skills

• Financial modeling and analysis
• Credit assessment and risk management
• Client relationship building
• Sales and business development
• Knowledge of banking regulations (e.g., Dodd-Frank, HIPAA for healthcare)
• Treasury and cash management expertise
• Presentation and negotiation skills
• Data analysis using tools like Excel or Tableau
• Industry knowledge in healthcare, higher education, and nonprofits
• Project management
• Strategic thinking
• Adaptability to fast-paced environments
• Team collaboration
• Problem-solving
• Attention to detail

Benefits

• Competitive base salary plus performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with employer contributions
• 401(k) retirement savings plan with company matching up to 6%
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced degrees
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs with gym memberships, mental health support, and onsite fitness centers
• Flexible work arrangements, including hybrid options in Seattle, WA

JP Morgan Chase is an equal opportunity employer.