Relationship Banker: Create Lasting Client Connections

JPMorgan Chase & Co.; Agoura Hills (CA); Sur place; USD 42 000 - 65 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Agoura Hills, CA, seeks a Relationship Banker to welcome clients, build lasting relationships, and offer thoughtful financial solutions.

You will use Chase Mobile App, Chase.com, and ATMs to assist clients with their banking needs, and collaborate with experts for more complex financial requirements. The role requires strong communication, a client-first mindset, and compliance with banking regulations.

Qualifications

• 1+ year of sales experience in Retail Banking or related industry.
• High school diploma or equivalent.
• Licensing requirements: SIE, FINRA Series 6, state life licenses with Chase licensing program within 180 days.

Responsabilités

• Put clients first and exceed expectations with attentive service.
• Manage assigned clients in-person and by phone to build lasting relationships.
• Educate clients on Chase technology and financial solutions to meet their needs.
• Learn products and procedures quickly and refer to experts for specialized needs.
• Adhere to banking policies, procedures, and regulatory requirements.

Connaissances

Sales experience

Customer service

Communication skills

Regulatory compliance awareness

Problem-solving

Formation

High school diploma

SIE exam

FINRA Series 6

State life licenses

Outils

Chase Mobile App

Chase.com

ATMs

Description du poste

JPMorgan Chase & Co. in Agoura Hills, CA, seeks a Relationship Banker to welcome clients, build lasting relationships, and offer thoughtful financial solutions.

You will use Chase Mobile App, Chase.com, and ATMs to assist clients with their banking needs, and collaborate with experts for more complex financial requirements. The role requires strong communication, a client-first mindset, and compliance with banking regulations.