Client-Centric Relationship Banker

JPMorgan Chase & Co.; Westerville (OH); On-site; USD 42,000 - 56,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase Branch in Westerville, OH to represent our brand with hospitality and fintech-driven service.

You will acquire, manage, and retain client relationships while using financial knowledge to offer thoughtful solutions that address their financial needs. Responsibilities include meeting with clients in person and by phone, guiding them through banking products, and coordinating with specialists to support complex financial needs while

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to deliver memorable client experiences and tailor solutions.
• Excellent communication skills for in-person and phone interactions.
• Ability to comply with risk and regulatory requirements and complete training.
• Must have high school diploma or equivalent; licensing required once hired.

Responsibilities

• Put clients first and deliver attentive service in a welcoming environment.
• Manage clients, meet with them and tailor product recommendations.
• Engage in clear communication to understand and help clients and build trust.
• Educate clients on technology solutions like Chase Mobile App and online tools.
• Learn products and procedures swiftly and collaborate with experts to support financial needs.
• Adhere to policies and regulatory requirements.

Skills

Sales experience

Relationship building

Communication skills

Regulatory compliance

Financial services knowledge

Problem solving

Education

High school diploma or GED

Professional licensing requirements (SIE/Series 6)

Job description

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase Branch in Westerville, OH to represent our brand with hospitality and fintech-driven service.

You will acquire, manage, and retain client relationships while using financial knowledge to offer thoughtful solutions that address their financial needs. Responsibilities include meeting with clients in person and by phone, guiding them through banking products, and coordinating with specialists to support complex financial needs while