Relationship Banker: Create Memorable Banking Experiences

JPMorganChase; Bloomfield (CT); On-site; USD 52,000 - 75,000; Full time

Job summary

JPMorganChase Chase Branch is hiring a Relationship Banker to represent the brand in the local community. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions that address customers' needs and help them achieve their financial goals.

You will work with a team to provide thoughtful guidance, stay compliant with banking regulations, and leverage digital tools like Chase Mobile App and Chase.com to deliver convenient experiences for clients.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.

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 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.

Skills

Sales experience

Customer service

Communication skills

Regulatory compliance

Financial services knowledge

Education

High school diploma or GED

Licensing: SIE, FINRA Series 6, state registration

Job description

JPMorganChase Chase Branch is hiring a Relationship Banker to represent the brand in the local community. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions that address customers' needs and help them achieve their financial goals.

You will work with a team to provide thoughtful guidance, stay compliant with banking regulations, and leverage digital tools like Chase Mobile App and Chase.com to deliver convenient experiences for clients.