Relationship Banker: Client Solutions & Advisory

JP Morgan Chase; Chicago (IL); On-site; USD 42,000 - 70,000; Full time

Job summary

Chase is seeking a Relationship Banker for a Chase Branch to represent our brand with hospitality and provide financial solutions. You will acquire, manage, and retain client relationships, leveraging financial knowledge to tailor recommendations and support clients’ financial needs.

The role requires 1+ year of sales experience in Retail Banking, strong communication, and the ability to work weekends and some evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or related industries.
• Ability to create memorable experiences for clients.
• Excellent communication skills and ability to tailor features and benefits of products to clients with differing needs.
• Ability to resolve client issues with attention to detail.
• Operate within risk parameters and meet compliance obligations, including training.
• High school degree, GED, or foreign equivalent.
• SIE exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements; licenses must be obtained within 180 days of hire.
• Ability to work branch hours including weekends and some evenings.

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 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

Client relationship building

Communication skills

Regulatory compliance awareness

Problem solving

Work flexibility

Education

High school diploma

College degree or military equivalent

Job description

Chase is seeking a Relationship Banker for a Chase Branch to represent our brand with hospitality and provide financial solutions. You will acquire, manage, and retain client relationships, leveraging financial knowledge to tailor recommendations and support clients’ financial needs.

The role requires 1+ year of sales experience in Retail Banking, strong communication, and the ability to work weekends and some evenings.