Relationship Banker: Build Trusted Financial Partnerships

JP Morgan Chase; West Linn (OR); On-site; USD 45,000 - 70,000; Full time

Job summary

JP Morgan Chase is seeking a Relationship Banker to join a Chase Branch in Oregon. You will represent the bank, deliver hospitality, and manage meaningful client relationships using banking solutions and technology.

Responsibilities include proactive client meetings, tailored product recommendations, and collaboration with product Specialists to address financial needs while adhering to risk and regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or related fields with proven client acquisition.
• Ability to create memorable client experiences and elevate service quality.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and empathy.
• Operate within risk parameters and complete required training and regulatory obligations.
• High school degree or GED or foreign equivalent; licensing requirements to be pursued.

Responsibilities

• Put clients first and exceed expectations with attentive service and a welcoming environment.
• Manage assigned clients and meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand needs and build trust.
• Educate clients on technology solutions like mobile app and online banking.
• Learn products quickly and connect clients to experts for specialized needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Communication skills

Client service

Regulatory awareness

Problem solving

Team collaboration

Education

High school degree or equivalent

Job description

JP Morgan Chase is seeking a Relationship Banker to join a Chase Branch in Oregon. You will represent the bank, deliver hospitality, and manage meaningful client relationships using banking solutions and technology.

Responsibilities include proactive client meetings, tailored product recommendations, and collaboration with product Specialists to address financial needs while adhering to risk and regulatory requirements.