Client Relationship Banker

JPMorgan Chase & Co.; Cavalier Woods (NC); On-site; USD 42,000 - 68,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to represent the Chase brand with hospitality and financial expertise. You will acquire, manage, and retain client relationships, offering thoughtful solutions to meet financial needs and improve their lives.

Leverage your knowledge of banking products and the Chase digital tools to educate clients and connect them with specialists for complex needs, while adhering to risk and regulatory requirements.

Qualifications

• Requires 1+ year of sales in Retail Banking or financial services.
• Must elevate the client experience and tailor product benefits.
• Excellent communication, in person and over the phone, with diverse client needs.
• Ability to resolve client issues with attention to detail and compliance.

Responsibilities

• Put clients first and exceed their expectations – deliver attentive and friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Engage in consultative communication to understand and help clients, building trust.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, ATMs.
• Learn products quickly and connect clients to team of experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Problem resolution

Compliance awareness

Education

High school diploma

SIE exam

FINRA Series 6

State registration (63)

Life license

Job description

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to represent the Chase brand with hospitality and financial expertise. You will acquire, manage, and retain client relationships, offering thoughtful solutions to meet financial needs and improve their lives.

Leverage your knowledge of banking products and the Chase digital tools to educate clients and connect them with specialists for complex needs, while adhering to risk and regulatory requirements.