Relationship Banker: Elevate Client Experiences

Next Frontier Capital

Wayne (PA)

On-site

USD 35,000 - 60,000

Full time

3 days ago
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Job summary

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in branch banking, delivering hospitality and expert financial guidance to clients. You will acquire, manage, and retain meaningful relationships, leveraging digital tools to enhance client experiences and address financial needs.

The role emphasizes regulatory compliance, licensing requirements, and excellent communication across in-person and phone interactions, with the potential for career growth within the

Qualifications

  • 1+ year of sales experience in Retail Banking or related industries.
  • Ability to create memorable experiences and tailor recommendations.
  • Excellent communication in person and over the phone with ability to tailor features and benefits.
  • Ability to resolve client issues with attention to detail while ensuring compliance.
  • Licensing: SIE, FINRA Series 6, state registration (including 63 if required) and Life licenses, within 180 days.
  • Must be able to work branch hours including weekends and some evenings.

Responsibilities

  • Put clients first and deliver attentive and friendly service, creating a welcoming environment.
  • Manage assigned clients and proactively meet with them, in person or by phone, to build lasting relationships.
  • Engage in clear, consultative communication to understand and help clients, building trust.
  • Educate clients to use technology solutions such as Chase Mobile App, Chase.com, and ATMs.
  • Learn products and procedures to consult with clients about banking solutions and connect them to experts.
  • Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience
Communication skills
Client relationship building
Regulatory compliance
Licensing requirements
Weekend/evening availability

Education

High school diploma or GED
College degree preferred

Job description

JPMorganChase is seeking a Relationship Banker to represent the Chase brand in branch banking, delivering hospitality and expert financial guidance to clients. You will acquire, manage, and retain meaningful relationships, leveraging digital tools to enhance client experiences and address financial needs.

The role emphasizes regulatory compliance, licensing requirements, and excellent communication across in-person and phone interactions, with the potential for career growth within the

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