Relationship Banking Advisor

JPMorgan Chase & Co.; Oakwood (OH); On-site; USD 42,000 - 66,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Relationship Banker to deliver hospitality and financial guidance at a Chase Branch.

You will acquire, manage, and retain client relationships, leveraging banking solutions and digital tools to simplify customers’ lives. The role emphasizes understanding clients’ financial needs, complying with regulatory requirements, and collaborating with specialists to address complex needs.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services.
• Ability to create memorable experiences for clients.
• Excellent communication skills with clients.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• Licensing requirements include SIE, Series 6, and state registrations; licenses within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service to create a welcoming environment.
• Manage assigned clients, meet with them to build lasting relationships and tailor recommendations.
• Communicate clearly and consultatively to understand needs and build trust.
• Educate clients on technology solutions like mobile apps and ATMs.
• Learn products and procedures quickly to consult with clients and connect them to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience in Retail/Banking

Client relationship building

Excellent communication

Regulatory and risk awareness

Problem solving

Time management

Education

High school diploma or GED

College degree preferred

Job description

JPMorgan Chase & Co. in the United States seeks a Relationship Banker to deliver hospitality and financial guidance at a Chase Branch.

You will acquire, manage, and retain client relationships, leveraging banking solutions and digital tools to simplify customers’ lives. The role emphasizes understanding clients’ financial needs, complying with regulatory requirements, and collaborating with specialists to address complex needs.