Client Relationship Banking Specialist

JPMorgan Chase & Co.; Oak Hill (WV); On-site; USD 40,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Relationship Banker to represent Chase with hospitality and to manage and grow client relationships using banking solutions and technology.

The role involves meeting clients, understanding financial needs, and providing thoughtful solutions while adhering to regulatory requirements. Requires sales experience, strong communication, and availability for branch hours and weekends.

Qualifications

• High school degree, GED, or foreign equivalent.
• 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 JPMorganChase’s licensing program within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand client needs and build trust.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.

Skills

Sales experience

Communication skills

Customer service

Regulatory compliance

Branch hours

Education

High school degree

College degree (preferred)

Job description

JPMorgan Chase & Co. in the United States seeks a Relationship Banker to represent Chase with hospitality and to manage and grow client relationships using banking solutions and technology.

The role involves meeting clients, understanding financial needs, and providing thoughtful solutions while adhering to regulatory requirements. Requires sales experience, strong communication, and availability for branch hours and weekends.