Relationship Associate jobs in Richmond, KY

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Associate Relationship Banker Lexington Main, Lexington, KY
  • JPMorgan Chase
  • Lexington, KY FULL_TIME
  • You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You’re energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.

    As an Associate Relationship Banker in our Branch Banking team, you’ll take a lead role in delivering an outstanding experience to Chase customers. You’ll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You’ll be making the lives of customers easier by sharing and setting up self-service 

    Job responsibilities 
    • Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
    • Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
    • Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
    • Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. 
    • Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
    • Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
    Required qualifications, capabilities, and skills 
    • 1 year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
    • High school degree, GED, or foreign equivalent 
    • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
    • Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
    • Ability to work branch hours, including weekends and some evenings
    Preferred qualifications, capabilities, and skills
    • College degree or military equivalent 
    • Professional, thorough, and organized with strong follow-up skills
    • Exude confidence with clients when sharing product knowledge and solutions
    • Experience adhering to policies, procedures, and regulatory banking 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 JPMorgan Chase, 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 JPMorgan Chase. Your continued employment in this position with JPMorgan Chase 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 JPMorgan Chase. 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:  http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

  • 7 Days Ago

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Client relationship
  • U.S. Bank
  • Richmond, KY FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • Just Posted

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Relationship Manager III - C&IB
  • PNC
  • Lexington, KY FULL_TIME
  • Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
  • Just Posted

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Commercial Relationship Officer
  • University of Kentucky Federal Credit Union
  • Lexington, KY FULL_TIME
  • Title: Commercial Relationship Officer Department: Commercial Operations Reports to: Director of Commercial Lending FLSA: Exempt Job Grade: 13 (starting salary of $89,399.85- $95,105.69 plus incentive...
  • Just Posted

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Relationship Banker - Lexington, KY
  • JPMorgan Chase
  • Lexington, KY FULL_TIME
  • You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers....
  • Just Posted

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Relationship Banker I/II
  • Field & Main Bank
  • Cynthiana, KY FULL_TIME
  • Relationship Banker I DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager / Banking Center Manager SUPERVISES: None FLSA: Non – Exempt STATUS: Full Time E...
  • 7 Days Ago

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0 Relationship Associate jobs found in Richmond, KY area

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Mobile Associate-Retail Sales
  • Metropcs
  • Lexington, KY
  • **Retail** **Mobile Associate-Retail Sales** At T-Mobile, we strongly encourage everyone, including people of color, vet...
  • 4/24/2024 12:00:00 AM

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Call Center Representative
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/23/2024 12:00:00 AM

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Security Site Supervisor - Unarmed
  • Allied Universal
  • Nicholasville, KY
  • Job Description Job Description Overview Allied Universal, North America's leading security and facility services compan...
  • 4/22/2024 12:00:00 AM

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Customer Experience Specialist (Retail Associate)
  • Diventures
  • Lexington, KY
  • Customer Experience Specialist Role Profile At Diventures, we use our passion and the power of water to impact lives, ch...
  • 4/22/2024 12:00:00 AM

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2021-2024 Undergraduates, Customer Relationship Advocate- Covington, KY
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/22/2024 12:00:00 AM

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Customer Service Representative
  • Fidelity Investments
  • Lexington, KY
  • Job Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Adv...
  • 4/22/2024 12:00:00 AM

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Chef Director Healthcare Food Service (Paris, KY)
  • Hhs, Llc
  • Lexington, KY
  • ** Chef Director Healthcare Food Service (Paris, KY)** **Job Category****:** Culinary and Nutrition Services **Requisiti...
  • 4/21/2024 12:00:00 AM

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Customer Service Representative / Project Manager
  • Adcolor, Inc.
  • Lexington-Fayette, KY
  • Job Description Job Description We are seeking a Customer Service & Sales Support Associate to join our team! You will b...
  • 4/20/2024 12:00:00 AM

Richmond is a home rule-class city in and the county seat of Madison County, Kentucky, United States. It is named after Richmond, Virginia, and is the home of Eastern Kentucky University. The population was 33,533 in 2015. Richmond is the third-largest city in the Bluegrass region (after Louisville and Lexington) and the state's sixth-largest city. Richmond serves as the center for work and shopping for south-central Kentucky. Richmond is the principal city of the Richmond–Berea Micropolitan Statistical Area, which includes all of Madison and Rockcastle counties. Richmond is located in Madison...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Associate jobs
$54,664 to $68,484
Richmond, Kentucky area prices
were up 1.2% from a year ago

Relationship Associate
Understanding customer outcomes through ongoing collection and analysis of data and feedback and translating this to retention strategies and feeding the product roadmap.
January 25, 2023
Develop and maintain effective, productive relationships with legal and insolvency professionals and other consultants/advisors within the commercial business community.
February 16, 2023
Monitor performance of the assigned account portfolio under his/her functional supervision within prescribed credit limits and with appropriate consulting and oversight by senior management.
February 21, 2023
Provides excellent customer service on a routine basis by answering customer inquiries, resolving customer issues and concerns, taking and processing loan payments, with an ability to discuss loan, loan transactions, and products in with oversight.
February 23, 2023
Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise.
March 02, 2023
Supports the bank''s business plan by developing commercial banking knowledge and skills through completion of either on the job training or a Commercial Relationship Manager Training Program and assisting one or more senior officers with the servicing and expansion of existing relationships.
March 18, 2023
Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.
April 13, 2023