Relationship Banking Advisor

JPMorgan Chase & Co.; Louisville (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. in Louisville, KY is hiring a Relationship Banker to represent the Chase brand in a branch setting. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful solutions and ensure a welcoming, consultative experience.

The role emphasizes service excellence, leveraging Chase mobile and digital tools, educating clients on products, and collaborating with specialists while complying with banking policies.

Qualifications

• 1+ year of sales experience in retail banking or financial services.
• Ability to personalize client experiences and tailor solutions.
• Strong communication, listening, and problem-solving skills.
• Ability to comply with risk and regulatory requirements.
• Willingness to work branch hours including weekends.
• SIE exam and FINRA Series 6 licensing required within 180 days of hire.

Responsibilities

• Put clients first and deliver attentive, welcoming service.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Communicate clearly to understand needs and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and collaborate with experts to address financial needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service excellence

Strong communication

Regulatory compliance awareness

Weekend/evening availability

Licensing readiness (SIE/Series 6)

Education

High school diploma or GED

Job description

JPMorgan Chase & Co. in Louisville, KY is hiring a Relationship Banker to represent the Chase brand in a branch setting. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful solutions and ensure a welcoming, consultative experience.

The role emphasizes service excellence, leveraging Chase mobile and digital tools, educating clients on products, and collaborating with specialists while complying with banking policies.