Relationship Banker: Build Lasting Client Partnerships

Testing Site - JPMC; Bolingbrook (IL); Vor Ort; USD 42.000 - 70.000; Vollzeit

Zusammenfassung

Chase, part of JPMorganChase, seeks a Relationship Banker to acquire, manage, and retain client relationships in a branch setting. You will use financial knowledge to offer solutions, while delivering hospitality and leveraging digital channels for client convenience.

The role emphasizes regulatory compliance, high service standards, and ongoing licensing requirements; weekend/evening hours may be required. Training and support are provided to meet objectives.

Qualifikationen

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with success in acquiring new clients and deepening relationships.
• Ability to create memorable client experiences and tailor solutions to needs.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail while ensuring a consistent client experience.
• Operate within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• Licensing requirements include SIE, FINRA Series 6, state registration (63 if needed) and Life licenses; unlicensed applicants must obtain licenses within 180 days.

Aufgaben

• Put clients first and deliver attentive, friendly service in a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships and tailor product recommendations.
• Communicate clearly to understand client needs, educate on banking solutions, and connect them to experts for complex needs.
• Educate clients about technology solutions like Chase Mobile, Chase.com, and ATMs to enable convenient banking anytime.
• Learn products and procedures quickly to consult on banking solutions and collaborate with the team.
• Adhere to policies, procedures, and regulatory banking requirements.

Kenntnisse

Sales experience

Customer service

Communication skills

Problem solving

Regulatory compliance

Teamwork

Ausbildung

High school degree

GED

SIE exam

FINRA Series 6

State registration (63)

Life licenses

Jobbeschreibung

Chase, part of JPMorganChase, seeks a Relationship Banker to acquire, manage, and retain client relationships in a branch setting. You will use financial knowledge to offer solutions, while delivering hospitality and leveraging digital channels for client convenience.

The role emphasizes regulatory compliance, high service standards, and ongoing licensing requirements; weekend/evening hours may be required. Training and support are provided to meet objectives.