Personal Banking Relationship Advisor

Testing Site - JPMC; MIDDLETOWN (OH); On-site; USD 42,000 - 52,000; Full time

Job summary

Chase is seeking a Relationship Banker in a branch to represent our brand with hospitality, using banking solutions and technology to help clients. You will acquire, manage, and retain client relationships, applying financial knowledge to offer thoughtful solutions.

You will learn products quickly, adhere to policies, and collaborate with experts to address specialized financial needs while meeting risk and regulatory requirements.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills, 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.
• SIE, FINRA Series 6, state registration, and Life licenses required; all unlicensed applicants must obtain licenses within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients and meet with them to build relationships.
• Communicate clearly to understand client needs and tailor recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and collaborate with experts to address needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Skills

Sales experience in Retail Banking

Excellent communication

Client experience focus

Resolve client issues

Regulatory compliance awareness

Licensing requirements (SIE, FINRA 6,

Education

High school degree / GED

College degree or military equivalent

Job description

Chase is seeking a Relationship Banker in a branch to represent our brand with hospitality, using banking solutions and technology to help clients. You will acquire, manage, and retain client relationships, applying financial knowledge to offer thoughtful solutions.

You will learn products quickly, adhere to policies, and collaborate with experts to address specialized financial needs while meeting risk and regulatory requirements.