Relationship Banking Specialist

JPMorgan Chase & Co.; Erlanger (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker at a Chase Branch to deliver hospitality-driven service, understand client needs, and connect customers with the right banking solutions.

You will acquire, manage, and retain client relationships, use digital tools like Chase Mobile App and Chase.com, and work with specialists to address financial needs. This role requires regulatory awareness and flexible hours.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable client experiences and elevate service levels.
• Excellent communication, in-person and phone skills, tailoring product benefits.
• Resolve client issues with attention to detail while remaining compliant.
• Commitment to risk, regulatory requirements, and required training.

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

Customer service

Communication skills

Relationship building

Problem solving

Attention to detail

Time management

Education

High school diploma or equivalent

FINRA Series 6

SIE exam

NMLS licensing knowledge

Life licenses

Job description

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker at a Chase Branch to deliver hospitality-driven service, understand client needs, and connect customers with the right banking solutions.

You will acquire, manage, and retain client relationships, use digital tools like Chase Mobile App and Chase.com, and work with specialists to address financial needs. This role requires regulatory awareness and flexible hours.