Relationship Banker: Elevate Client Experience

Testing Site - JPMC

Bloomfield Hills (MI)

On-site

USD 42,000 - 64,000

Full time

14 days+

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Job summary

Chase, part of JPMorgan Chase & Co., seeks a Relationship Banker to represent the brand in a Chase Branch and build lasting client relationships using financial solutions and technology tools.

You will acquire, manage, and retain clients, offering thoughtful financial guidance while adhering to regulatory requirements. This role requires excellent communication and a commitment to exceptional customer service at the branch.

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries with proven success in acquiring new clients, expanding relationships, and delivering results.
  • Ability to create memorable client experiences and elevate service quality.
  • Excellent communication skills for in-person and phone interactions, tailoring product benefits to client needs.
  • Ability to resolve client issues with attention to detail while maintaining consistent service quality.
  • Adherence to risk controls, regulatory requirements, and completion of required training.
  • SIE exam, FINRA Series 6, state registration (63 if required), and Life licenses required or obtained within 180 days of hire.
  • Ability to work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and deliver attentive, friendly service to create a welcoming environment.
  • Manage assigned clients and meet with them regularly in person or by phone to understand needs and tailor recommendations.
  • Engage in clear, polite, consultative communication to build trust and anticipate client needs.
  • Educate clients on technology solutions like the Chase Mobile App and Chase.com to meet banking needs wherever they are.
  • Learn products, services, and procedures quickly to consult on banking solutions and connect clients with specialists.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Client relations
Communication skills
Risk and compliance awareness

Education

High school diploma or GED

Job description

Chase, part of JPMorgan Chase & Co., seeks a Relationship Banker to represent the brand in a Chase Branch and build lasting client relationships using financial solutions and technology tools.

You will acquire, manage, and retain clients, offering thoughtful financial guidance while adhering to regulatory requirements. This role requires excellent communication and a commitment to exceptional customer service at the branch.

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