Client Relationship Banking Advisor

JPMorgan Chase & Co.

Johnston (IA)

On-site

USD 45,000 - 65,000

Full time

14 days+
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Job summary

JPMorgan Chase & Co. in Johnston, IA, is seeking a Relationship Banker to represent our brand with warm hospitality, using the latest banking solutions and technology to serve clients.

You will take a lead role in acquiring, managing, and retaining relationships while tailoring financial solutions to meet clients’ needs. You will build trust through consultative conversations, educate clients about Chase Mobile App, Chase.com, and branch services, and collaborate with specialists to address

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services.
  • Ability to create memorable experiences for clients.
  • Excellent communication skills, both 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.
  • Licensing requirements (SIE, FINRA Series 6, state registrations, Life licenses) with licensing program within 180 days of hire.
  • Ability to work branch hours including weekends and some evenings.

Responsibilities

  • 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 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.

Skills

Sales experience
Excellent communication
Client relationships
Regulatory awareness
Financial knowledge

Education

High school diploma or GED
College degree (preferred)

Tools

CRM software
Mobile banking platforms

Job description

JPMorgan Chase & Co. in Johnston, IA, is seeking a Relationship Banker to represent our brand with warm hospitality, using the latest banking solutions and technology to serve clients.

You will take a lead role in acquiring, managing, and retaining relationships while tailoring financial solutions to meet clients’ needs. You will build trust through consultative conversations, educate clients about Chase Mobile App, Chase.com, and branch services, and collaborate with specialists to address

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