Branch Relationship Manager – Banking & Solutions

JPMorgan Chase & Co.; Lima (OH); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorgan Chase & Co. in Lima, OH is seeking a Relationship Banker to represent our brand with hospitality, handling client needs and promoting banking solutions.

You will manage client relationships, work in person and by phone, and use technology tools like Chase Mobile App and Chase.com to deliver tailored financial options.

A strong candidate has sales experience, excellent communication, and is able to comply with banking regulations, with flexibility for weekend hours.

Qualifications

• 1+ year of sales experience in retail banking or related fields.
• Ability to create memorable client experiences.
• Excellent communication skills in person and over the phone.
• Strong problem-solving with attention to detail.
• Ability to comply with risk and regulatory requirements.
• High school diploma or GED (or foreign equivalent).
• Licensing requirements: SIE, FINRA Series 6, state registration, and Life licenses; must obtain through JPM licensing within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer service

Problem solving

Regulatory compliance

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in Lima, OH is seeking a Relationship Banker to represent our brand with hospitality, handling client needs and promoting banking solutions.

You will manage client relationships, work in person and by phone, and use technology tools like Chase Mobile App and Chase.com to deliver tailored financial options.

A strong candidate has sales experience, excellent communication, and is able to comply with banking regulations, with flexibility for weekend hours.