JPMorganChase
Relationship Banker - Ottawa Hills Secor Rd - Toledo, OH
JPMorganChase, Toledo, Ohio, United States, 43614
Relationship Banker – Ottawa Hills Secor Rd – Toledo, OH
Join JPMorgan Chase as a Relationship Banker in our Ottawa Hills Secor Rd branch. This full‑time role focuses on building lasting relationships with clients and delivering exceptional service using the latest banking technology.
Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
Key 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.
Required Qualifications, Capabilities, And Skills
1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients – elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire; study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd‑Frank / Truth in Lending Act This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent upon JPMC’s review of criminal history, credit report, NMLS information, and any other relevant data to assess financial responsibility, good character and fitness. Felony convictions within the last seven years disqualify consideration. The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Compliance with SAFE Act, including registration and annual renewal, is required for continued employment.
About Us Chase is a leading financial services firm. We help customers achieve financial goals through a broad range of products. We offer a competitive total rewards package, including base salary, commission, incentives, health care, retirement plans, and many other benefits. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and value diversity and inclusion. We do not discriminate on the basis of any protected attribute. We provide reasonable accommodations for applicants and employees’ religious, mental‑health, or physical‑disability needs. Visit our FAQs for more information on accommodations.
About The Team Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, and small business loans. We lead the U.S. in credit card sales and deposit growth and rank first for customer satisfaction.
Employment Type Full‑time
Seniority Level Not applicable
Job Function Finance and Sales
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Job Description At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
Key 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.
Required Qualifications, Capabilities, And Skills
1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients – elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire; study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred Qualifications, Capabilities, And Skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd‑Frank / Truth in Lending Act This position is subject to the Dodd‑Frank/Truth in Lending Act qualification requirements for Loan Originators. Employment is contingent upon JPMC’s review of criminal history, credit report, NMLS information, and any other relevant data to assess financial responsibility, good character and fitness. Felony convictions within the last seven years disqualify consideration. The role requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. Compliance with SAFE Act, including registration and annual renewal, is required for continued employment.
About Us Chase is a leading financial services firm. We help customers achieve financial goals through a broad range of products. We offer a competitive total rewards package, including base salary, commission, incentives, health care, retirement plans, and many other benefits. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
Equal Opportunity Employer / Disability / Veterans We are an equal‑opportunity employer and value diversity and inclusion. We do not discriminate on the basis of any protected attribute. We provide reasonable accommodations for applicants and employees’ religious, mental‑health, or physical‑disability needs. Visit our FAQs for more information on accommodations.
About The Team Our Consumer & Community Banking division serves customers through personal banking, credit cards, mortgages, auto financing, investment advice, and small business loans. We lead the U.S. in credit card sales and deposit growth and rank first for customer satisfaction.
Employment Type Full‑time
Seniority Level Not applicable
Job Function Finance and Sales
#J-18808-Ljbffr