Personal Banking Relationship Manager

Testing Site - JPMC; Frisco (TX); Vor Ort; USD 52.000 - 78.000; Vollzeit

Zusammenfassung

JPMorganChase in Frisco, TX is seeking a Relationship Banker to build and manage client relationships, advise on banking solutions, and promote technology tools like the Chase Mobile App and Chase.com. The role emphasizes hospitality, product knowledge, and compliant service in a branch setting.

Qualified candidates will have 1+ year of sales in retail banking and must obtain necessary securities/insurance licenses within 180 days. Flexibility for weekend/evening hours is required.

Qualifikationen

• 1+ year of sales experience in Retail Banking or Financial Services with proven success.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, both in person and over the phone.
• Ability to adhere to risk parameters, complete required training, and comply with regulatory obligations.

Aufgaben

• 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 leveraging the 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.

Kenntnisse

Sales experience

Excellent communication

Client relationship mgmt

Regulatory compliance

Licensing knowledge

Ausbildung

High school diploma

SIE/Series 6/63/Life licenses

Jobbeschreibung

JPMorganChase in Frisco, TX is seeking a Relationship Banker to build and manage client relationships, advise on banking solutions, and promote technology tools like the Chase Mobile App and Chase.com. The role emphasizes hospitality, product knowledge, and compliant service in a branch setting.

Qualified candidates will have 1+ year of sales in retail banking and must obtain necessary securities/insurance licenses within 180 days. Flexibility for weekend/evening hours is required.