Relationship Banker: Elevate Client Experience & Solutions

Aumni

Harrisburg (Dauphin County)

On-site

USD 52,000 - 78,000

Full time

8 days ago

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Job summary

JPMorganChase is seeking a Relationship Banker to represent our brand at a branch location in the United States. You will acquire, manage, and retain client relationships, leveraging banking solutions and technology to deliver thoughtful financial guidance and exceptional service.

You will work with clients to understand their financial needs, educate on products, and collaborate with specialists to address complex requests while complying with all regulatory requirements.

Qualifications

  • 1+ year of sales experience in Retail Banking or Financial Services with proven success in acquiring and expanding client relationships.
  • Ability to create memorable client experiences through hospitality and tailored solutions.
  • Excellent communication skills in person and over the phone.
  • Ability to resolve client issues with attention to detail while following risk and compliance requirements.
  • Must meet training and licensing requirements including SIE, FINRA Series 6, state registration and Life licenses.

Responsibilities

  • Put clients first and exceed expectations with attentive service.
  • Manage assigned clients, meet with them regularly to build relationships and tailor recommendations.
  • Engage in clear, consultative communication to understand client needs and build trust.
  • Educate clients on technology solutions like mobile apps and online banking.
  • Learn products and procedures quickly to consult on banking solutions with the team of experts.
  • Adhere to policies, procedures and regulatory banking requirements.

Skills

Sales experience
Excellent communication
Client relationship building
Problem solving
Regulatory awareness

Education

High school degree or GED
SIE exam
FINRA Series 6
State registration (63)
Life licenses

Job description

JPMorganChase is seeking a Relationship Banker to represent our brand at a branch location in the United States. You will acquire, manage, and retain client relationships, leveraging banking solutions and technology to deliver thoughtful financial guidance and exceptional service.

You will work with clients to understand their financial needs, educate on products, and collaborate with specialists to address complex requests while complying with all regulatory requirements.

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