Client-Centric Relationship Banker

Aumni; Ohio; On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Base salary and incentives

On-site health and wellness centers

Retirement savings plan

Job summary

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver exceptional client service and help clients achieve their financial goals. You will represent our brand with hospitality, build lasting relationships, and use digital tools to enhance banking experiences.

The role requires sales experience, strong communication, and willingness to work branch hours including weekends. You will navigate regulatory requirements and licensing programs to support client needs

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and meet compliance obligations, including training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• 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

Client relationship management

Sales experience

Communication skills

Problem solving

Regulatory compliance

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to deliver exceptional client service and help clients achieve their financial goals. You will represent our brand with hospitality, build lasting relationships, and use digital tools to enhance banking experiences.

The role requires sales experience, strong communication, and willingness to work branch hours including weekends. You will navigate regulatory requirements and licensing programs to support client needs