Relationship Banker: Build Lasting Client Partnerships

JP Morgan Chase; Grayslake (IL); On-site; USD 36,000 - 60,000; Full time

Job summary

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and to leverage banking solutions and technology to service clients. You will lead in acquiring, managing, and retaining client relationships, using financial knowledge to offer thoughtful solutions that address their financial needs.

Responsibilities include meeting with clients, tailoring product recommendations, and educating clients on digital tools like the Chase Mobile App and

Qualifications

• 1+ year of sales in retail banking with proven client acquisition.
• Ability to create memorable client experiences.
• Excellent communication, in person and on the phone.
• Detail-oriented with risk and compliance awareness.
• Operate within standard banking policy and procedures.
• High school degree, GED, or foreign equivalent.
• SIE, FINRA Series 6, state registrations and Life licenses required or to be obtained within 180 days.

Responsibilities

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients, meeting them in person and by phone to build relationships.
• Engage in clear, consultative communication to understand needs.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products quickly and connect clients to specialists for complex needs.
• Adhere to policies, procedures and regulatory banking requirements.

Skills

Sales experience

Customer relationships

Communication skills

Regulatory compliance

Financial knowledge

Education

High school diploma or GED

SIE/FINRA Series 6 licensing

Job description

JPMorgan Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and to leverage banking solutions and technology to service clients. You will lead in acquiring, managing, and retaining client relationships, using financial knowledge to offer thoughtful solutions that address their financial needs.

Responsibilities include meeting with clients, tailoring product recommendations, and educating clients on digital tools like the Chase Mobile App and