Relationship Banker – Client Relationships

Job Description

Relationship Banker – Main and Taylor | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Reynoldsburg, OH. JPMorgan Chase is dedicated to creating memorable experiences for clients and employees, ensuring they feel welcomed, valued, and understood by building lasting relationships based on trust, exceeding expectations, and embracing diversity. This role is vital as Relationship Bankers represent the brand and culture with utmost hospitality, utilizing modern banking solutions and financial technology to deliver friendly and attentive service. Relationship Bankers take a lead role in acquiring, managing, and retaining meaningful client relationships, using financial knowledge to offer thoughtful solutions, contributing directly to the success of the branch.

The TL;DR
• Role: Full Time
• Location: In-person, Reynoldsburg
• Mission: Acquire, manage, and retain client relationships by providing thoughtful financial solutions to address their needs and contribute to branch success.
• Tech Stack: Chase Mobile App, Chase.com, ATMs

What You’ll Actually Do
• Client Experience: Deliver attentive and friendly service to clients, creating a welcoming environment and consistently exceeding their expectations.
• Relationship Management: Manage assigned client relationships by proactively meeting with them, both in person and over the phone, to understand financial needs and tailor product and service recommendations.
• Consultative Communication: Engage in clear, polite, and consultative communication to build trust, thoroughly understand client needs, ask questions, and anticipate solutions.
• Technology Education: Educate and connect clients to technology solutions like the Chase Mobile App, Chase.com, and ATMs, enabling them to manage their banking needs whenever and however they prefer.
• Financial Consulting: Quickly and accurately learn banking products, services, and procedures to consult with clients on solutions and connect them to specialized financial experts as needed.

The Must-Haves
• Background: High school degree, GED, or foreign equivalent, with core domain knowledge in Retail Banking or Financial Services.
• Experience: 1+ year of sales experience in relevant industries, demonstrating proven success in establishing new clients, deepening relationships, and consistently delivering results.
• Skills: Ability to create memorable client experiences; excellent communication skills, both in person and over the phone, with proven ability to tailor product features and benefits; capability to quickly and effectively resolve client issues with attention to detail; strict adherence to established risk parameters, internal/external risk, and compliance obligations including required training. Additionally, candidates must possess or obtain within 180 days of hire: the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses. National Mortgage Licensing System and Registry (NMLS) registration is also a requirement.
• Bonus: A college degree or military equivalent, and prior experience adhering to banking policies, procedures, and regulatory requirements.