Relationship Banking Specialist

JPMorgan Chase & Co.; Cornelius (OR); On-site; USD 42,000 - 64,000; Full time

Job summary

JPMorgan Chase & Co. in Oregon is seeking a Relationship Banker to represent the Chase brand in-branch, build lasting client relationships, and provide thoughtful financial solutions.

You will advise clients on banking products, assist with digital tools like the Chase Mobile App, and collaborate with specialists for complex needs. The role requires sales experience, strong communication, and the ability to obtain or maintain required licenses within 180 days.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven results.
• Ability to create memorable client experiences and tailor recommendations.
• Excellent communication skills, in person and by phone, with diverse clients.
• Ability to resolve client issues with attention to detail and compliance.
• Must meet risk and regulatory requirements, including training.
• Licensing requirements: SIE, Series 6, 63 (if required), Life license; obtain licenses within 180 days.

Responsibilities

• Put clients first and exceed their expectations with welcoming service.
• Manage assigned clients, meet regularly in person and by phone to build relationships.
• Communicate clearly to understand needs and tailor product recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly and connect clients to experts for advanced needs.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Relationship management

Excellent communication

Regulatory compliance

Licensing readiness

Weekend/evening availability

Education

SIE exam

FINRA Series 6

State registration (63)

Life licenses

NMLS registration

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Oregon is seeking a Relationship Banker to represent the Chase brand in-branch, build lasting client relationships, and provide thoughtful financial solutions.

You will advise clients on banking products, assist with digital tools like the Chase Mobile App, and collaborate with specialists for complex needs. The role requires sales experience, strong communication, and the ability to obtain or maintain required licenses within 180 days.