Relationship Banker - Kingsdale - Upper Arlington, OH

JPMorganChase • Upper Arlington, OH

25d • Onsite

About The Position

As a Relationship Banker in a Chase branch, you represent Chase’s brand and culture by providing welcoming, attentive service and using banking solutions and financial technology to create positive client experiences. You acquire, manage, and retain client relationships, draw on your financial knowledge to recommend thoughtful solutions, and contribute to branch success. The role includes meeting with assigned clients in person and by phone, helping them understand and use digital banking tools, and connecting them with specialists for more complex financial needs. You must follow applicable policies, procedures, and regulatory requirements. The position requires branch-hour availability, including weekends and some evenings, and successful completion of specified securities and insurance licensing requirements.

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.
• Excellent in-person and telephone 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.
• SIE exam, FINRA Series 6, 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 the Dodd-Frank/Truth in Lending Act Loan Originator qualification requirements, including the applicable background and fitness review.
• Register with or update registration in the National Mortgage Licensing System and Registry (NMLS) under the SAFE Act, and comply with registration, renewal, and update requirements.

Nice To Haves

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

Responsibilities

• Provide attentive, friendly service and create a welcoming environment for clients.
• 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 client needs and build trust.
• Educate clients about and connect them to digital banking tools, including the Chase Mobile App, Chase.com, and ATMs.
• Learn banking products, services, and procedures quickly and accurately to consult with clients about banking solutions.
• Collaborate with and connect clients to specialists for their financial needs.
• Follow policies, procedures, and regulatory banking requirements.

What This Job Offers

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