Relationship Banker — Client Experience Lead

Next Frontier Capital; Cypress (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Relationship Banker to represent the brand in a Chase branch, delivering hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, using product knowledge to tailor solutions that meet financial needs and simplify lives.

You will leverage technology like the Chase Mobile App and Chase.com to assist clients, while adhering to banking policies and regulatory requirements and collaborating with specialists for complex needs.

Qualifications

• 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 our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.

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

Regulatory compliance

Problem solving

Financial products knowledge

Education

High School Diploma or GED

College degree or military equivalent

Job description

JPMorgan Chase & Co. seeks a Relationship Banker to represent the brand in a Chase branch, delivering hospitality and expert financial guidance. You will acquire, manage, and retain client relationships, using product knowledge to tailor solutions that meet financial needs and simplify lives.

You will leverage technology like the Chase Mobile App and Chase.com to assist clients, while adhering to banking policies and regulatory requirements and collaborating with specialists for complex needs.