Client-Focused Banking Advisor

JP Morgan Chase Bank

Fort Dodge (IA)

On-site

USD 38,000 - 58,000

Full time

3 days ago

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Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and expert service. You will lead in acquiring, managing, and retaining meaningful client relationships, using financial knowledge to provide tailored solutions that fit their needs and enhance their banking experience.

You will leverage technology to offer convenient, secure services, and support the branch's overall success.

Qualifications

1+ year of sales experience in Retail Banking or related industries.
Excellent communication skills, in-person and by phone.
Ability to resolve client issues with attention to detail.
Willingness to operate within risk parameters and complete required training.
High school diploma or GED (foreign equivalents acceptable).
SIE exam, FINRA Series 6, and state registration (63 if required) are minimum requirements; unlicensed applicants must obtain licenses within 180 days.

Responsibilities

Put clients first and deliver attentive, friendly service to create a welcoming environment.
Manage assigned clients and meet with them to build lasting relationships and tailor product recommendations.
Engage in clear, consultative communication to understand needs and build trust.
Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
Learn products, services, and procedures to effectively consult and connect clients with specialists.
Adhere to policies, procedures, and regulatory banking requirements.