Financial Solutions Advisor

JPMorgan Chase & Co.; Nashville (TN); Sur place; USD 42 000 - 70 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Nashville seeks a Relationship Banker to welcome clients and build lasting relationships. You will manage client portfolios, offer tailored financial solutions, and guide clients to Chase technology tools while maintaining regulatory compliance.

The role requires 1+ year sales experience in retail banking, strong communication, and weekend/evening hours. Licensing through JPMorganChase licensing program within 180 days is expected.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries with client acquisition success.
• Ability to create memorable client experiences and tailor recommendations.
• Excellent verbal and written communication for in-person and phone interactions.
• Strong problem solving with attention to detail and compliance awareness.
• Work within risk parameters and complete required training.

Responsabilités

• Put clients first, delivering attentive, friendly service in a welcoming branch environment.
• Manage assigned clients and meet with them to understand financial needs and offer solutions.
• Engage in consultative communication to build trust and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly and connect clients to specialists when needed.
• Adhere to policies, procedures, and regulatory banking requirements.

Connaissances

Sales experience

Excellent communication

Client relationship building

Problem solving

Regulatory compliance

Financial needs assessment

Customer service excellence

Time management

Formation

High school diploma or GED

College degree or military equivalent

Outils

Chase Mobile App

Chase.com

Description du poste

JPMorgan Chase & Co. in Nashville seeks a Relationship Banker to welcome clients and build lasting relationships. You will manage client portfolios, offer tailored financial solutions, and guide clients to Chase technology tools while maintaining regulatory compliance.

The role requires 1+ year sales experience in retail banking, strong communication, and weekend/evening hours. Licensing through JPMorganChase licensing program within 180 days is expected.