Relationship Banker: Build Lasting Client Relationships

JPMorganChase; Euclid (OH); On-site; USD 45,000 - 75,000; Full time

Job summary

JPMorganChase's Chase Branch seeks a Relationship Banker to deliver hospitality, build lasting client relationships, and advise on financial solutions using digital tools. You will meet clients, understand their needs, and help with tailored recommendations while ensuring compliance with regulatory requirements.

This role requires weekend/evening hours and licensing such as SIE/Series 6; JPMorganChase supports growth with training and competitive benefits.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven client acquisition and revenue growth.
• Ability to create memorable client experiences and elevate the client relationship.
• Excellent communication skills for in-person and phone interactions, tailoring features to client needs.
• Ability to resolve client issues with attention to detail and maintain regulatory compliance.
• Willingness 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 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

Communication skills

Client relationship management

Regulatory compliance

Time management

Education

High school diploma or GED

Tools

SIE exam

FINRA Series 6

NMLS/State registrations

Life licenses

Job description

JPMorganChase's Chase Branch seeks a Relationship Banker to deliver hospitality, build lasting client relationships, and advise on financial solutions using digital tools. You will meet clients, understand their needs, and help with tailored recommendations while ensuring compliance with regulatory requirements.

This role requires weekend/evening hours and licensing such as SIE/Series 6; JPMorganChase supports growth with training and competitive benefits.