Client Relationship Specialist - Banking & Advisory

JP Morgan Chase; Alameda (CA); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

Chase is hiring a Relationship Banker to represent our branch brand and culture with hospitality while delivering financial solutions. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful products and services to meet clients' needs.

You will engage clients in person and by phone, help them leverage Chase technology, and collaborate with a team of specialists for complex financial requirements.

Formación

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Must be able to obtain required licenses (SIE, FINRA Series 6, etc.) within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.
• High school diploma or GED (or foreign equivalent).
• Strong communication and relationship-building skills.

Responsabilidades

• Put clients first with attentive, friendly service in a welcoming environment.
• Proactively manage assigned clients in person and by phone to build lasting relationships and tailor recommendations.
• Communicate clearly and consultatively to understand clients and anticipate needs.
• Educate clients on Chase technology solutions (mobile app, Chase.com, ATMs).
• Learn products and procedures quickly and connect clients with experts for complex needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Conocimientos

Sales experience

Customer service

Communication skills

Attention to detail

Weekend/evening availability

Educación

High school diploma or GED

College degree or military equivalent

Descripción del empleo

Chase is hiring a Relationship Banker to represent our branch brand and culture with hospitality while delivering financial solutions. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful products and services to meet clients' needs.

You will engage clients in person and by phone, help them leverage Chase technology, and collaborate with a team of specialists for complex financial requirements.