Relationship Banker: Build Lasting Client Relationships

Aumni; Royersford (Montgomery County); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker at a Chase branch to represent our brand with hospitality, using banking solutions and fintech to assist clients.

You will acquire, manage, and retain meaningful client relationships, offering thoughtful financial guidance and ensuring compliance. The role emphasizes delivering an exceptional client experience, leveraging Chase Mobile App and Chase.com, and collaborating with a team of experts to meet diverse financial

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail.
• Meet risk and compliance obligations and complete required training.
• SIE exam, FINRA Series 6, state registration, and Life licenses required or obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsibilities

• Put clients first and exceed expectations - deliver attentive and friendly service.
• Manage assigned clients and meet with them to build lasting relationships.
• Educate clients to use technology solutions such as Chase Mobile App and Chase.com.
• Consult with clients about banking solutions and connect them to our team of experts.
• Adhere to policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Communication skills

Attention to detail

Regulatory compliance

Education

High school degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker at a Chase branch to represent our brand with hospitality, using banking solutions and fintech to assist clients.

You will acquire, manage, and retain meaningful client relationships, offering thoughtful financial guidance and ensuring compliance. The role emphasizes delivering an exceptional client experience, leveraging Chase Mobile App and Chase.com, and collaborating with a team of experts to meet diverse financial