Client Banking Relationship Advisor

Testing Site - JPMC; Tipp City (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

Chase is seeking a Relationship Banker to represent our brand with hospitality and knowledge in a Chase Branch. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet needs and enhance lives.

Responsibilities include proactive client meetings, tailored product recommendations, and guiding clients to digital tools like the Chase Mobile App and Chase.com. You will work within regulatory guidelines and collaborate with experts for complex needs.

Qualifications

• Experience in sales within retail banking or financial services.
• Ability to create memorable client experiences and uplift the client journey.
• Strong communication skills, both in person and over the phone, tailoring solutions.

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.

Skills

Retail banking sales

Client relationship building

Excellent communication

Regulatory compliance

Problem solving

Team collaboration

Education

High school diploma or GED

College degree or military experience (preferred)

Job description

Chase is seeking a Relationship Banker to represent our brand with hospitality and knowledge in a Chase Branch. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet needs and enhance lives.

Responsibilities include proactive client meetings, tailored product recommendations, and guiding clients to digital tools like the Chase Mobile App and Chase.com. You will work within regulatory guidelines and collaborate with experts for complex needs.