Relationship Banker: Build Lasting Client Relationships

JPMorganChase

Missouri

On-site

USD 55,000 - 75,000

Full time

13 days ago
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Benefits offered by this job

Health insurance
On-site health centers
Retirement savings plan
Tuition reimbursement
Mental health support
Financial coaching

Job summary

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in a branch, acquiring and managing client relationships and offering financial solutions. You will use hospitality and financial technology to enhance the client experience and drive branch success.

The role requires 1+ year of banking sales experience, strong communication, and the ability to work flexible hours including weekends. A high school diploma and licensing in SIE/Series 6 are required within 180 days of hire.

Qualifications

  • 1+ year of sales experience in Retail Banking, Financial Services, or related industries with success in acquiring new clients and delivering results.
  • Ability to create memorable client experiences and elevate the client journey.
  • Excellent communication skills, both in person and over the phone, to tailor product benefits to client needs.
  • Ability to resolve client issues with attention to detail and ensure a consistent client experience.
  • Operate within risk parameters and complete required training.
  • High school diploma or GED."
  • SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses are minimum requirements; licensing within 180 days of hire.

Responsibilities

  • 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 recommendations.
  • Communicate clearly to understand needs and build trust; listen and anticipate client needs.
  • Educate clients about technology solutions like mobile apps and online banking to meet their needs anytime.
  • Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Client relationships
Communication skills
Financial knowledge

Education

High school diploma or GED
SIE exam
FINRA Series 6

Tools

Phone/in-person sales tools

Job description

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in a branch, acquiring and managing client relationships and offering financial solutions. You will use hospitality and financial technology to enhance the client experience and drive branch success.

The role requires 1+ year of banking sales experience, strong communication, and the ability to work flexible hours including weekends. A high school diploma and licensing in SIE/Series 6 are required within 180 days of hire.

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