Client Relationship Banker – Elevate Financial Solutions

JPMorgan Chase & Co.; Boston (MA); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the brand with hospitality at our branch.

You will acquire, manage, and retain client relationships, using your financial knowledge to offer solutions that address clients' financial needs and simplify their lives. Responsibilities include meeting with clients to tailor product recommendations, educating them on Chase technology, and collaborating with our team of experts to handle complex financial needs.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to work within risk parameters and complete required training, including regulatory obligations.
• Must have high school diploma or GED or foreign equivalent.
• Licensing requirements: SIE, FINRA Series 6, state registrations (63 if required), and Life licenses; unlicensed applicants must obtain licenses within 180 days of hire.

Responsabilités

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients, meeting with them in person and by phone to build lasting relationships.
• Communicate clearly and consultatively to understand needs and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App, Chase.com, and ATMs.
• Learn products and procedures quickly to consult on banking solutions and connect clients with experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Connaissances

Sales experience

Customer service

Communication skills

Problem solving

Regulatory compliance awareness

Time management

Flexible hours

Formation

High school diploma or GED

College degree or military equivalent

Description du poste

JPMorgan Chase & Co. is seeking a Relationship Banker to represent the brand with hospitality at our branch.

You will acquire, manage, and retain client relationships, using your financial knowledge to offer solutions that address clients' financial needs and simplify their lives. Responsibilities include meeting with clients to tailor product recommendations, educating them on Chase technology, and collaborating with our team of experts to handle complex financial needs.