Client-Centric Banking Relationship Advisor

Fairygodboss

Wooster (OH)

On-site

USD 40,000 - 62,000

Full time

2 days ago
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Benefits offered by this job

Health care coverage
On-site health and wellness centers
Retirement savings plan
Tuition reimbursement
Mental health support
Financial coaching and more

Job summary

JPMorganChase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering welcoming, knowledgeable service and leveraging technology to meet clients' financial needs. You will acquire, manage, and retain client relationships while ensuring compliance with banking requirements.

The role emphasizes advisory conversations, problem resolution, and collaboration with teams of experts to address complex financial needs, including leveraging digital tools for efficient service.

Qualifications

  • 1+ year of sales experience in Retail Banking or financial services.
  • Excellent communication skills, in person and over the phone.
  • Ability to resolve client issues with attention to detail and deliver a consistent client experience.

Responsibilities

  • Put clients first and exceed expectations with attentive, friendly service.
  • Manage clients, meet with them to build lasting relationships, and tailor product recommendations.
  • Communicate clearly to understand needs and build trust; listen and anticipate needs.
  • Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.

Skills

Sales experience
Excellent communication
Customer service
Regulatory compliance

Education

High school degree

Job description

JPMorganChase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering welcoming, knowledgeable service and leveraging technology to meet clients' financial needs. You will acquire, manage, and retain client relationships while ensuring compliance with banking requirements.

The role emphasizes advisory conversations, problem resolution, and collaboration with teams of experts to address complex financial needs, including leveraging digital tools for efficient service.

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