Relationship Banker: Build Lasting Client Partnerships

J.P. Morgan; New York (NY); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Chase, a part of JPMorgan Chase & Co, is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, using banking solutions and modern technology to help clients. You will take a lead role in acquiring, managing, and retaining meaningful relationships while delivering personalized financial solutions.

You will build trust through proactive client meetings, tailor product recommendations, and ensure compliance.

Qualifikationen

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable experiences for clients.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and complete required training.
• High school degree or equivalent.
• SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses; licenses must be obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Aufgaben

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients and meet with them to build relationships and tailor recommendations.
• Engage in clear, consultative communication to understand and help clients.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures to consult on banking solutions and refer to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Kenntnisse

Sales experience

Client relationship building

Communication skills

Customer service

Problem solving

Regulatory compliance

Flexible hours

Ausbildung

High school diploma or GED

College degree preferred

Jobbeschreibung

Chase, a part of JPMorgan Chase & Co, is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, using banking solutions and modern technology to help clients. You will take a lead role in acquiring, managing, and retaining meaningful relationships while delivering personalized financial solutions.

You will build trust through proactive client meetings, tailor product recommendations, and ensure compliance.