Relationship Banker: Client Concierge & Solutions

Aumni; West Linn (OR); In loco; USD 42.000 - 65.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to join a Chase Branch.

You will deliver hospitality, build lasting client relationships, and provide tailored financial solutions to meet client needs while leveraging Chase Mobile App, Chase.com, and branch resources. The role requires strong communication, a focus on client experience, compliance with regulatory requirements, and availability for weekend/evening hours.

Competenze

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for clients and elevate the client experience.
• Excellent communication skills, in person and over the phone, tailoring product or service benefits to client needs.
• Ability to resolve client issues with attention to detail and deliver consistent client experience.
• Work within risk parameters and complete required training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses; unlicensed applicants must obtain licenses within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

Mansioni

• Put clients first and exceed expectations with attentive, friendly service.
• Manage assigned clients, meet with them in person or by phone 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, services, and procedures quickly to consult on banking solutions and connect to experts for needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Conoscenze

Sales experience

Client relationships

Excellent communication

Risk/compliance awareness

Work hours availability

Formazione

High school or equivalent

Descrizione del lavoro

JPMorgan Chase & Co. in the United States is seeking a Relationship Banker to join a Chase Branch.

You will deliver hospitality, build lasting client relationships, and provide tailored financial solutions to meet client needs while leveraging Chase Mobile App, Chase.com, and branch resources. The role requires strong communication, a focus on client experience, compliance with regulatory requirements, and availability for weekend/evening hours.