Relationship Banker & Financial Solutions Advisor

JP Morgan Chase; Orland Park (IL); On-site; USD 42,000 - 62,000; Full time

Job summary

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality, using banking solutions and technology to help clients. You will lead in acquiring, managing, and retaining meaningful relationships, applying financial knowledge to offer thoughtful solutions to address clients' financial needs.

Responsibilities include delivering attentive service, guiding clients to digital tools, learning products quickly, and complying with banking policies.

Qualifications

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries with proven success.
• Ability to create memorable experiences for clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits.

Responsibilities

• Put clients first and exceed their expectations with attentive, friendly service.
• Manage assigned clients and proactively meet with them to build lasting relationships and tailor recommendations.
• Engage in clear, consultative communication to understand needs and build trust.
• Educate clients to technology solutions such as Chase Mobile App, Chase.com, and ATMs.
• Learn products, services, and procedures to consult on banking solutions and connect clients to specialists.
• Adhere to policies, procedures, and regulatory banking requirements.

Skills

Sales experience

Excellent communication

Customer service

Financial knowledge

Education

High school diploma or GED

College degree preferred

Job description

JP Morgan Chase is seeking a Relationship Banker in a Chase Branch to represent the brand with hospitality, using banking solutions and technology to help clients. You will lead in acquiring, managing, and retaining meaningful relationships, applying financial knowledge to offer thoughtful solutions to address clients' financial needs.

Responsibilities include delivering attentive service, guiding clients to digital tools, learning products quickly, and complying with banking policies.