Relationship Banker — Client-First Financial Advisor

JPMorgan Chase & Co.; San Antonio (TX); Sur place; USD 50 000 - 80 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase Branch in Texas. You will represent the brand with hospitality, acquire and manage client relationships, and offer financial solutions using modern banking technology.

A focus on regulatory compliance and service excellence drives daily interaction with clients. Responsibilities include meeting clients, understanding financial needs, and guiding them to appropriate products while collaborating with a team of experts.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to create memorable client experiences and elevate service.
• Excellent communication, both in person and over the phone.
• Ability to resolve client issues with attention to detail and compliance requirements.

Responsabilités

• Put clients first and deliver attentive service in a welcoming environment.
• Manage assigned clients, meet with them in person or by phone to build relationships.
• Communicate clearly to understand needs and tailor product recommendations.
• Educate clients on technology solutions like Chase Mobile App and Chase.com.
• Learn products and procedures quickly to consult on banking solutions and connect clients to experts.
• Adhere to policies, procedures, and regulatory banking requirements.

Connaissances

Sales experience

Customer service

Communication skills

Regulatory compliance

Formation

High school diploma

GED or foreign equivalent

Description du poste

JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase Branch in Texas. You will represent the brand with hospitality, acquire and manage client relationships, and offer financial solutions using modern banking technology.

A focus on regulatory compliance and service excellence drives daily interaction with clients. Responsibilities include meeting clients, understanding financial needs, and guiding them to appropriate products while collaborating with a team of experts.