Relationship Banker - Louisville Ohio - Louisville, OH

JPMorganChase • Louisville, OH

2d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent the Chase brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create memorable client experiences. You take a lead role in acquiring, managing, and retaining client relationships. Drawing on your financial knowledge, you recommend thoughtful solutions that address clients’ financial needs and contribute to branch success.

The position is subject to Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. An employment offer is contingent on JPMC’s review of criminal conviction history, credit report, NMLS information, and other relevant information. A felony conviction within the last seven years disqualifies an applicant. The role also requires NMLS registration under the SAFE Act, with continued employment contingent on successful registration after starting and timely completion of annual renewals and required updates.

Requirements

• At least 1 year of sales experience in retail banking, financial services, or a related industry, with demonstrated success establishing clients, deepening relationships, and delivering results.
• Ability to create memorable client experiences and elevate the client experience.
• Excellent in-person and phone communication skills, including the ability to tailor product and service features and benefits to clients with differing needs.
• Ability to resolve client issues quickly and effectively with attention to detail.
• Ability to operate within established risk parameters and meet internal and external risk and compliance obligations, including completing required training.
• High school degree, GED, or foreign equivalent.
• Securities Industry Essentials (SIE) exam, FINRA Series 6, applicable state registration (including Series 63 if required), and Life licenses. Applicants who are not licensed must obtain the licenses through JPMC’s licensing program within 180 days of hire; study materials and support are provided.
• Ability to work branch hours, including weekends and some evenings.
• Meet Dodd Frank/Truth in Lending Act Loan Originator qualification requirements, including JPMC review of criminal conviction history, credit report, NMLS information, and other relevant information.
• NMLS registration under the SAFE Act, including successful registration immediately after the start date and timely annual renewals and required updates.

Nice To Haves

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

Responsibilities

• Deliver attentive, friendly service and create a welcoming environment that exceeds client expectations.
• Manage assigned clients and proactively meet with them in person and by phone to build relationships, understand financial needs, and recommend suitable products and services.
• Communicate clearly and consultatively, asking questions and listening to understand clients’ needs and build trust.
• Educate clients about and connect them to technology solutions, including the Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures quickly and accurately to advise clients on banking solutions.
• Collaborate with and connect clients to internal experts for specialized financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED