Relationship Banker: Build Lasting Financial Partnerships

Testing Site - JPMC; Santa Monica (CA); Presencial; USD 55 000 - 75 000; Tempo integral

Resumo da oferta

JPMorgan Chase in Santa Monica seeks a Relationship Banker to deliver caring, knowledgeable service and build lasting client relationships. You will use banking solutions and tech tools to meet clients’ financial needs while collaborating with specialists for complex scenarios.

Required are 1+ year sales in retail banking, excellent communication, and compliance with regulatory duties. You will pursue necessary licenses within 180 days and work branch hours including weekends and some evenings.

Qualificações

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable client experiences and elevate service.
• Excellent communication skills for in-person and phone interactions.
• Ability to resolve client issues with attention to detail and consistency.
• Operate within risk parameters and complete required training.
• High school diploma or GED; foreign equivalent accepted.
• Licensing requirements: SIE, FINRA Series 6, state registration (63 if required), Life licenses; must obtain licenses within 180 days of hire.

Responsabilidades

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

Conhecimentos

Sales experience

Client relationship

Communication

Regulatory compliance

Licensing readiness

Formação académica

HS diploma

College degree preferred

Descrição da oferta de emprego

JPMorgan Chase in Santa Monica seeks a Relationship Banker to deliver caring, knowledgeable service and build lasting client relationships. You will use banking solutions and tech tools to meet clients’ financial needs while collaborating with specialists for complex scenarios.

Required are 1+ year sales in retail banking, excellent communication, and compliance with regulatory duties. You will pursue necessary licenses within 180 days and work branch hours including weekends and some evenings.