Relationship Banker: Craft Trusted Financial Partnerships

JP Morgan Chase; Bedford Heights (OH); Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

JPMorganChase in Bedford Heights, OH, is seeking a Relationship Banker to connect clients with banking solutions and technology, delivering friendly, expert service in a branch setting.

You will build and manage client relationships, understand financial needs, educate customers on Chase Mobile App and Chase.com, and collaborate with specialists to support complex cases, helping clients achieve their financial goals.

Formación

• 1+ year of sales experience in Retail Banking or Financial Services with proven success
• Ability to create memorable experiences for our clients – elevate the client experience
• Excellent communication skills, both in person and over the phone
• Ability to resolve client issues with attention to detail
• Operate within established risk parameters/tolerances and comply with training
• Securities Industry Essentials (SIE) exam, FINRA Series 6, state registration (63 if required), Life licenses; unlicensed applicants must obtain licenses within 180 days
• Ability to work branch hours including weekends and some evenings

Responsabilidades

• 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, and connect them to our team of experts for specialized needs.
• Adhere to policies, procedures, and regulatory banking requirements.

Conocimientos

Sales experience

Customer engagement

Communication

Regulatory compliance

Licensing readiness

Branch hours flexibility

High school diploma

Educación

High school diploma/GED or foreign equivalent

Descripción del empleo

JPMorganChase in Bedford Heights, OH, is seeking a Relationship Banker to connect clients with banking solutions and technology, delivering friendly, expert service in a branch setting.

You will build and manage client relationships, understand financial needs, educate customers on Chase Mobile App and Chase.com, and collaborate with specialists to support complex cases, helping clients achieve their financial goals.