Relationship Banker: Client Advocate & Banking Solutions

JP Morgan Chase; United States; On-site; USD 45,000 - 75,000; Full time

Job summary

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality, acquire, manage, and retain client relationships, and advise on financial solutions using digital tools.

We expect strong communication, a willingness to learn products, adherence to regulatory requirements, and the ability to work branch hours including weekends while collaborating with a team of specialists to meet clients' banking needs.

Qualifications

• 1+ year of sales experience in Retail Banking or financial services with proven results.
• Ability to create memorable client experiences and elevate service quality.
• Excellent communication skills in person and over the phone.
• Ability to resolve client issues with attention to detail and consistency.
• Operate within risk parameters and complete required training.
• High school diploma or GED.
• Licensing requirements include SIE, Series 6, state registrations (63 if required) and Life licenses.

Responsibilities

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Customer service

Communication skills

Problem resolution

Banking knowledge

Licensing requirements

High school diploma

Education

High school diploma or GED

Job description

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality, acquire, manage, and retain client relationships, and advise on financial solutions using digital tools.

We expect strong communication, a willingness to learn products, adherence to regulatory requirements, and the ability to work branch hours including weekends while collaborating with a team of specialists to meet clients' banking needs.