Relationship Banker: Build Lasting Client Partnerships

JPMorganChase; Westerville (OH); On-site; USD 55,000 - 78,000; Full time

Job summary

JPMorganChase is seeking a Relationship Banker to join our branch team in Westerville, OH, delivering friendly, client-centered service while leveraging our digital tools to meet financial needs. You will cultivate lasting relationships through proactive outreach, explain banking solutions, and ensure compliance with risk and regulatory requirements while supporting branch goals.

This role requires completing required licensing within 180 days and working weekend/evening shifts as needed, with a

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success in establishing new clients.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone.
• Ability to resolve client issues with attention to detail – provide consistent client experience.
• Operate within established risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (63 if required), and Life licenses are minimum requirements.
• 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 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

Client relationships

Communication skills

Regulatory compliance

Financial services knowledge

Team collaboration

Problem solving

Education

High school degree or GED

Job description

JPMorganChase is seeking a Relationship Banker to join our branch team in Westerville, OH, delivering friendly, client-centered service while leveraging our digital tools to meet financial needs. You will cultivate lasting relationships through proactive outreach, explain banking solutions, and ensure compliance with risk and regulatory requirements while supporting branch goals.

This role requires completing required licensing within 180 days and working weekend/evening shifts as needed, with a