Relationship Banker
Chase
Relationship BankerAt 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. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.Job responsibilitiesPut 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 skills1+ year of sales experience in Retail Banking, Financial Services, or other 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 skillsCollege 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. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: UsChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/VeteransAbout the TeamOur Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
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...opportunity to contribute to the company’s success. As a Personal Banker within PNC's retail branch organization, you will be based in... ...community Centers of Influence to acquire, expand, and retain relationships. Create customer loyalty and grow customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$20.67 - $31.25 per hour
...Avenue - Kettering, Ohio 45429 *This is a Hire Ahead Personal Banker role and will require flexibility to work at any area branch including... ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payWork experience placementDay shift- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...SuggestedWork experience placementWork at office
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payFlexible hoursDay shift- ...Personal Banker I - Fifth Third Center Dayton Make banking a Fifth Third better We connect great people to great opportunities.... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
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...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...contractual calculations and estimate patient financial obligations to achieve financial clearance. 8. Able to build productive relationships with all contacts. 9. Must be proficient in Windows-based computer technology, including keyboarding and typing at least 30...Work at office
- ...communication skills, proven people skills with experience as an integral part of a team in a high-profile environment managing relationships with tact and diplomacy. • Maintaining standards of professionalism for the organization in the areas of confidentiality,...Shift work
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...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- Description The Financial Counselor is responsible for offering financial advice and assistance to patients regarding medical bills. There are the liaison between patients and their insurance companies; often coordinating payment and answering questions from both parties...Fixed term contractWork at officeNight shift
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...? See how many of the characteristics below match up to you: You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You’re a driven person who’s committed to succeeding. You’re ready to earn more...Full timeWork experience placement- Job Description Job Description Financial Advisor Development Program Northwestern Mutual has been helping families and businesses achieve financial security for almost 165 years. Through a distinctive, whole-picture planning approach including both insurance and...Full timeInternshipWork at office
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Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay range $...Full timeWork at officeFlexible hours$52k - $55.68k
...the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Hourly payFull timeWork at officeShift workWeekend workDay shift- ...headquartered in Tiffin, Ohio. Old Fort Bank is known for our strong relationships with our clients and communities we serve. We have: ~... ...we are focused on our client relationships. As a Universal Banker, you report to the Financial Center Manager and are a vital contact...Work experience placementLocal area
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...practice led by a next-generation leadership team committed to innovation and operational excellence. We have the stability and client relationships of a well-established firm, paired with a fresh perspective that actively questions outdated industry norms and seeks better...$1,000 per month
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## Key Private Bank Client Relationship AssociateApplylocations: Dayton, OH: Columbus, OHtime type: Full timeposted on: Posted Todaytime left to apply: End Date: September 3, 2026 (30 days left to apply)job requisition id: R-41301**Location:**10 West Second Street, Dayton...Hourly payWork experience placementSecond jobWork at officeFlexible hoursNight shift$33.75k - $56.25k
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