Banker Associate, Mid-Corporate Banking - Associate

Location: Tulsa, OK, United States

Job Family: Relationship Manager

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of delivering innovative banking solutions to clients worldwide. The Banker Associate in Mid-Corporate Banking plays a pivotal role in our Commercial Banking division, focusing on mid-sized companies with revenues typically between $50 million and $500 million. Based in Tulsa, OK, this position offers the opportunity to join a dynamic team that provides comprehensive financial services, including customized lending, treasury management, and advisory support, to help businesses thrive in a competitive landscape. As a key relationship manager, you will partner with clients in industries such as energy, manufacturing, and healthcare, leveraging JP Morgan's vast resources to drive their growth and success. In this associate-level role, you will manage a portfolio of mid-corporate clients, conducting in-depth financial analyses to structure tailored solutions that align with their strategic objectives. Responsibilities include identifying opportunities for cross-selling JP Morgan's world-class products, such as cash management platforms and trade finance, while ensuring all activities adhere to stringent regulatory standards. You will collaborate closely with cross-functional teams, including credit officers and product experts, to deliver seamless service and mitigate risks in an ever-evolving economic environment. This position demands a proactive approach to client engagement, with regular interactions through meetings, site visits, and virtual consultations to foster trust and long-term partnerships. JP Morgan Chase values innovation, integrity, and client-centricity, and this role is ideal for a motivated professional eager to advance in the financial services industry. Tulsa's vibrant business community provides a unique backdrop for building expertise in regional markets, with opportunities for career progression within our global network. If you have a passion for finance and a commitment to excellence, join us to contribute to the success of America's leading businesses while advancing your own professional journey at one of the world's most admired financial institutions.

Key Responsibilities

• Manage and grow a portfolio of mid-corporate clients by providing tailored banking solutions including lending, treasury services, and capital markets advice
• Conduct financial analysis and credit assessments to recommend appropriate financing structures for clients
• Build and maintain strong relationships with mid-sized businesses, serving as their primary point of contact at JP Morgan Chase
• Collaborate with internal teams such as credit risk, product specialists, and legal to deliver comprehensive financial solutions
• Identify cross-selling opportunities for JP Morgan's suite of products, including cash management, trade finance, and investment banking services
• Monitor client performance, industry trends, and economic conditions to proactively advise on risk mitigation strategies
• Prepare and present business plans, credit proposals, and client reports to senior management
• Ensure compliance with all regulatory requirements, including KYC, AML, and FDIC guidelines
• Participate in business development activities, such as networking events and client pitches in the Tulsa region
• Support team initiatives to enhance client satisfaction and drive revenue growth in Commercial Banking

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in commercial banking, relationship management, or financial services
• Proven track record in managing mid-sized corporate client portfolios
• Strong understanding of credit analysis, lending products, and risk management in the financial services industry
• Excellent communication and negotiation skills with the ability to build long-term client relationships
• Proficiency in financial modeling and analysis tools
• Ability to work in a fast-paced environment and meet regulatory compliance standards

Preferred Qualifications

• MBA or advanced degree in Finance or related field
• Experience working with mid-market companies in the energy, manufacturing, or healthcare sectors
• Series 7 or Series 63 licenses, or equivalent certifications
• Prior experience at a major financial institution like JP Morgan Chase
• Knowledge of Tulsa's local business landscape and economic drivers

Required Skills

• Financial analysis and modeling
• Credit underwriting and risk assessment
• Client relationship management
• Negotiation and deal structuring
• Knowledge of commercial lending products
• Regulatory compliance (KYC, AML)
• Proficiency in Microsoft Excel and financial software (e.g., Bloomberg, Moody's)
• Strong verbal and written communication
• Problem-solving and analytical thinking
• Time management and prioritization
• Team collaboration and leadership
• Industry knowledge in mid-corporate sectors
• Sales and business development
• Attention to detail
• Adaptability to market changes

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company match
• Generous paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced education
• Employee stock purchase plan and financial wellness resources
• Access to JP Morgan's global mobility opportunities and career advancement paths
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities

JP Morgan Chase is an equal opportunity employer.