Client Experience Relationship Banker

JP Morgan Chase; Houston (TX); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, manage client relationships, and offer financial solutions using cutting-edge technology. You will acquire, manage, and retain clients while upholding regulatory standards and delivering excellent service.

The role requires sales experience, strong communication, and the ability to work flexible branch hours, including weekends and some evenings, in a growing banking environment.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• Ability to create memorable experiences for our clients.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses must be obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsabilités

• 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.

Connaissances

Sales experience

Relationship building

Financial knowledge

Customer service

Regulatory compliance

Formation

High school diploma or GED

SIE/Series 6/licenses

Description du poste

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, manage client relationships, and offer financial solutions using cutting-edge technology. You will acquire, manage, and retain clients while upholding regulatory standards and delivering excellent service.

The role requires sales experience, strong communication, and the ability to work flexible branch hours, including weekends and some evenings, in a growing banking environment.