Relationship Banker – Client Relationships

Job Description

Relationship Banker | JPMorgan Chase

The Tone:
This is a full-time role at JPMorgan Chase, located in Louisville, OH. At Chase, we are dedicated to creating memorable experiences for clients and employees by offering the latest banking solutions and cutting-edge financial technology. This role is crucial for acquiring, managing, and retaining meaningful client relationships, using financial knowledge to offer thoughtful solutions and contribute to the branch’s success.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person, Louisville, Louisville, OH

• Mission: Build lasting client relationships by understanding financial needs and providing tailored solutions to simplify their lives.
• Tech Stack: Chase Mobile App, Chase.com, ATMs

What You’ll Actually Do
• Exceed client expectations by delivering attentive service and creating a welcoming environment.
• Manage assigned clients and proactively meet with them to build relationships and tailor product recommendations.
• Engage in consultative communication to build trust and anticipate client needs.
• Educate clients on technology solutions like the Chase Mobile App, Chase.com, and ATMs.
• Quickly learn products, services, and procedures to consult with clients and connect them to specialized experts.

The Must-Haves
• Background: High school degree, GED, or foreign equivalent. Requires compliance with Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators, including demonstrating financial responsibility, good character, and general fitness for the position (any felony conviction within the last seven years will disqualify).
• Experience: 1+ year of sales experience in Retail Banking, Financial Services, or related industries, with proven success in client acquisition, relationship deepening, and results delivery. Ability to work branch hours including weekends and some evenings.
• Skills: Excellent communication skills (in-person and over the phone) with proven ability to tailor product features and benefits to clients. Ability to quickly and effectively resolve client issues with attention to detail. Demonstrated ability to operate within established risk parameters and meet internal/external risk and compliance obligations.
• Bonus: College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Requires the Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses; all unlicensed applicants must obtain these through JPMC’s licensing program within 180 days of hire. This position also requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008.