Relationship Banker: Build Lasting Client Partnerships

JPMorgan Chase & Co.; Portland (OR); On-site; USD 50,000 - 75,000; Full time

Job summary

JPMorgan Chase & Co. in Portland, OR is seeking a Relationship Banker to welcome clients, build trusted relationships, and advise on financial solutions while representing the firm's brand with hospitality and a client-first mindset.

In this role you will engage clients in person and by phone, coordinate with specialists for complex needs, and ensure compliance with banking regulations while delivering cutting-edge digital tools.

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 complete required training.
• High school diploma or GED.
• SIE exam, Series 6, state registration, and life licenses required; licenses must be obtained within 180 days.
• 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 Chase Mobile App, Chase.com, and ATMs to help them with their banking needs.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, and connect them to our team of experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer relationship management

Regulatory compliance awareness

Licensing knowledge (SIE, Series 6)

Education

High school diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. in Portland, OR is seeking a Relationship Banker to welcome clients, build trusted relationships, and advise on financial solutions while representing the firm's brand with hospitality and a client-first mindset.

In this role you will engage clients in person and by phone, coordinate with specialists for complex needs, and ensure compliance with banking regulations while delivering cutting-edge digital tools.