Client Relationship Advisor – Banking & Solutions

JPMorgan Chase & Co.; Powell (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Powell, OH is seeking a Relationship Banker to welcome clients, understand their financial needs, and connect them with the right banking solutions using the latest technology.

You will build lasting relationships by delivering attentive service, meeting with clients in person and by phone, and adhering to regulatory requirements. The role emphasizes hospitality, trust, and exceeding expectations, with licensing requirements to be completed within 180 days of hire.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Capable of creating memorable client experiences and elevating service.
• Excellent in-person and phone communication; tailor product options to client needs.
• Able to resolve client issues with attention to detail while maintaining compliance.
• Must meet risk, training, and regulatory requirements, including licensing within 180 days.
• High school diploma or equivalent; additional licenses preferred.

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

Relationship building

Communication skills

Compliance awareness

Flexibility

Education

High school diploma or GED

SIE exam

FINRA Series 6

State licensing (63)

Job description

JPMorgan Chase & Co. in Powell, OH is seeking a Relationship Banker to welcome clients, understand their financial needs, and connect them with the right banking solutions using the latest technology.

You will build lasting relationships by delivering attentive service, meeting with clients in person and by phone, and adhering to regulatory requirements. The role emphasizes hospitality, trust, and exceeding expectations, with licensing requirements to be completed within 180 days of hire.