Relationship Banker: Client Solutions & Growth

JPMorgan Chase; Woodmere (OH); Sur place; USD 45 000 - 75 000; Plein temps

Résumé du poste

JPMorgan Chase in Ohio seeks a Relationship Banker at a Chase Branch to deliver warm, professional service while guiding clients through financial solutions using Chase Mobile App and Chase.com. You will acquire, manage, and retain client relationships, explain banking options, and coordinate with specialists to meet diverse financial needs.

The role requires licensing within 180 days and availability on weekends/evenings.

Qualifications

• 1+ year of sales experience in Retail Banking or Financial Services.
• Ability to deliver memorable client experiences.
• Excellent communication in person and over the phone.
• Ability to meet risk and compliance obligations.
• High school degree or equivalent.
• Licensing requirements must be obtained within 180 days.
• Ability to work branch hours including weekends and some evenings.

Responsabilités

• Put clients first and 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.

Connaissances

Sales experience

Communication skills

Relationship building

Financial knowledge

Tech aptitude

Formation

High school diploma

Description du poste

JPMorgan Chase in Ohio seeks a Relationship Banker at a Chase Branch to deliver warm, professional service while guiding clients through financial solutions using Chase Mobile App and Chase.com. You will acquire, manage, and retain client relationships, explain banking options, and coordinate with specialists to meet diverse financial needs.

The role requires licensing within 180 days and availability on weekends/evenings.