Client-First Banking Relationship Advisor

JPMorgan Chase; Bexley (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

JPMorganChase’s Chase Branch seeks a Relationship Banker to deliver welcoming, personalized service in a busy retail setting.

You will acquire, manage, and retain client relationships using digital tools, and tailor financial solutions that meet clients’ needs while collaborating with product specialists.

Strong communication, client focus, and rigorous compliance with banking regulations are essential to help clients and support branch growth.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail while complying with policy.

Responsibilities

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build lasting relationships.
• Engage in clear, consultative communication to understand needs and tailor solutions.
• Educate clients on technology like Chase Mobile App and Chase.com to meet banking needs.
• Learn products, services, and procedures quickly to consult on banking solutions and refer to experts.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Problem solving

Attention to detail

Regulatory compliance

Education

High school diploma / GED

Job description

JPMorganChase’s Chase Branch seeks a Relationship Banker to deliver welcoming, personalized service in a busy retail setting.

You will acquire, manage, and retain client relationships using digital tools, and tailor financial solutions that meet clients’ needs while collaborating with product specialists.

Strong communication, client focus, and rigorous compliance with banking regulations are essential to help clients and support branch growth.