Relationship Banker - Oklahoma North Market - Tulsa, OK

Location: Tulsa, OK, United States

Job Family: Relationship Bankers

About the Role

At JP Morgan Chase, we are a leading global financial services firm committed to helping clients achieve their financial goals through innovative banking solutions. As a Relationship Banker in our Oklahoma North Market based in Tulsa, OK, you will play a pivotal role in delivering exceptional client experiences that embody our core values of hospitality and personalized care. This position within the Relationship Bankers category involves serving as the primary point of contact for clients, fostering trust, and providing comprehensive financial advice to individuals and small businesses in the vibrant Tulsa community. You will leverage JP Morgan Chase's extensive resources to offer a full suite of products, from everyday banking to sophisticated wealth management, ensuring every interaction strengthens our client relationships and drives business growth. Your day-to-day responsibilities will focus on proactive client engagement, where you will assess needs, recommend appropriate solutions, and execute transactions with precision and warmth. In this dynamic retail banking environment, you will collaborate with branch colleagues to meet sales targets while upholding the highest standards of compliance and risk management. Whether assisting with account openings, loan consultations, or digital banking onboarding, you will embody JP Morgan Chase's dedication to financial inclusion and empowerment, particularly in the diverse Oklahoma North Market. Success in this role requires a passion for client success, a keen eye for opportunities, and the ability to thrive in a fast-paced setting. Joining JP Morgan Chase means becoming part of a world-class team that values professional development and work-life balance. We offer robust training programs to enhance your expertise in financial services, along with competitive compensation and benefits that support your long-term career aspirations. If you are enthusiastic about building meaningful connections and contributing to the financial well-being of Tulsa residents, this Relationship Banker position provides an ideal platform to advance within one of the most respected names in global finance.

Key Responsibilities

• Engage with clients to understand their financial needs and recommend tailored banking solutions from JP Morgan Chase's portfolio
• Open and maintain various deposit and credit accounts while ensuring all documentation complies with regulatory standards
• Build and nurture long-term client relationships to drive retention and referral business in the Oklahoma North Market
• Identify cross-selling opportunities for investment, mortgage, and wealth management services
• Process transactions accurately and efficiently, including deposits, withdrawals, and loan applications
• Provide exceptional hospitality by resolving client inquiries and issues promptly in the Tulsa branch
• Collaborate with branch teams to achieve sales goals and enhance the overall client experience
• Stay updated on industry trends and JP Morgan Chase policies to deliver informed advice
• Conduct financial education sessions for clients to promote financial wellness
• Monitor and report on client portfolio performance to ensure satisfaction and growth

Required Qualifications

• High school diploma or equivalent required; bachelor's degree in finance, business, or related field preferred
• At least 1-2 years of experience in retail banking, customer service, or sales within the financial services industry
• Strong knowledge of banking products and services, including deposit accounts, loans, and credit options
• Ability to obtain and maintain necessary state and federal banking licenses, such as NMLS registration
• Proficiency in using banking software and CRM systems for client management
• Excellent communication skills with the ability to build rapport with diverse clients
• Commitment to ethical standards and compliance with federal and state banking regulations

Preferred Qualifications

• Previous experience in a relationship banking role at a major financial institution
• Bilingual proficiency, particularly in Spanish or other languages spoken in the Tulsa community
• Sales experience exceeding performance targets in financial products
• Familiarity with JP Morgan Chase's digital banking platforms and tools
• Certification in financial services, such as Certified Financial Planner (CFP) or equivalent

Required Skills

• Client relationship management
• Sales and negotiation techniques
• Financial product knowledge
• Regulatory compliance awareness
• Customer service excellence
• Active listening and empathy
• Problem-solving and conflict resolution
• Digital literacy in banking software
• Time management and prioritization
• Team collaboration and leadership
• Analytical thinking for financial assessments
• Adaptability to market changes
• Ethical decision-making
• Presentation and communication skills
• Data entry and record-keeping accuracy

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with company matching up to 5% of eligible compensation
• Generous paid time off, including vacation, sick days, and parental leave
• Tuition reimbursement program for professional development and education
• Employee stock purchase plan offering discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Performance-based bonuses and incentive compensation tied to client satisfaction and sales goals
• Flexible work arrangements and hybrid options where applicable

JP Morgan Chase is an equal opportunity employer.